IWA
ACVA icon

Icon Wealth Advisors’s ACV Auctions ACVA Stock Holding History

Icon Wealth Advisors’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,320
Closed -$223K – 476
2024
Q4 		$223K Sell
10,320
-728
-7% -$14.7K 0.02% 354
2024
Q3 		$225K Buy
11,048
+1,317
+14% +$24.3K 0.02% 338
2024
Q2 		$166K Sell
9,731
-2,159
-18% -$38.8K 0.01% 363
2024
Q1 		$223K Sell
11,890
-185
-2% -$2.9K 0.02% 324
2023
Q4 		$183K Buy
+12,075
New +$177K 0.02% 337

Other funds holding ACVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's ACVA Position: Q1 2025 in Review

Icon Wealth Advisors sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 10,320 shares — an estimated $223K sold.

Icon Wealth Advisors first reported a position in ACVA in Q4 2023 and held it in 5 quarters. The position peaked at $225K in Q3 2024. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

  • Icon Wealth Advisors reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 10,320 ACV Auctions shares in Q1 2025, an estimated $223K.
  • Icon Wealth Advisors first reported a position in ACV Auctions in Q4 2023 and held it in 5 quarters.
  • Icon Wealth Advisors's ACV Auctions position peaked at $225K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.