Grantham, Mayo, Van Otterloo & Co (GMO)’s Arcosa ACA Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio ACA Stock Details ACA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.3M	Buy	126,276 +87,406	+225%	+$10.9M	0.04%	190
2026 Q1	$4.13M	Sell	38,870 -1,428	-4%	-$162K	0.01%	349
2025 Q4	$4.28M	Buy	+40,298	New	+$4.07M	0.01%	330
2021 Q1	–	Sell	-23,800	Closed	-$1.31M	–	833
2020 Q4	$1.31M	Sell	23,800 -52,100	-69%	-$2.66M	0.01%	521
2020 Q3	$3.35M	Sell	75,900 -22,800	-23%	-$1M	0.02%	308
2020 Q2	$4.17M	Buy	98,700 +9,300	+10%	+$358K	0.03%	270
2020 Q1	$3.55M	Buy	+89,400	New	+$3.78M	0.03%	292

Other funds holding ACA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s ACA Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Arcosa (ACA) stake by 225% in Q2 2026, buying an estimated $10.9M and bringing the position to 126,276 shares worth $18.3M. The position accounts for 0.04% of the portfolio, ranked #190.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ACA in Q1 2020 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 126,276 shares of Arcosa worth $18.3M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 87,406 Arcosa shares in Q2 2026, an estimated $10.9M.
Arcosa made up 0.04% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #190 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Arcosa in Q1 2020 and has held it in 7 quarters since.
429 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.