LPL Financial’s ACV Auctions ACVA Stock Holding History

LPL Financial’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 Q2	–	Sell	-10,420	Closed	-$147K	–	5551
2025 Q1	$147K	Sell	10,420 -54	-0.5%	-$995	﹤0.01%	4946
2024 Q4	$226K	Buy	+10,474	New	+$212K	﹤0.01%	4740

Other funds holding ACVA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

LPL Financial's ACVA Position: Q2 2025 in Review

LPL Financial sold out of ACV Auctions (ACVA) in Q2 2025, closing a stake of 10,420 shares — an estimated $147K sold.

LPL Financial first reported a position in ACVA in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 264 funds tracked by Wall St. Rank hold ACVA as of Q2 2025.

LPL Financial reported no remaining ACV Auctions position as of Q2 2025 after selling out during the quarter.
LPL Financial sold 10,420 ACV Auctions shares in Q2 2025, an estimated $147K.
LPL Financial first reported a position in ACV Auctions in Q4 2024 and held it in 2 quarters.
LPL Financial's ACV Auctions position peaked at $226K in Q4 2024.
264 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.