MCM
ACA icon

Marathon Capital Management’s Arcosa ACA Stock Holding History

Marathon Capital Management’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 		$6.56M Sell
45,166
-124
-0.3% -$15.4K 1.33% 22
2026
Q1 		$4.81M Sell
45,290
-2,235
-5% -$254K 1.08% 32
2025
Q4 		$5.05M Buy
47,525
+210
+0.4% +$21.2K 1.09% 32
2025
Q3 		$4.43M Sell
47,315
-430
-0.9% -$40K 1.01% 34
2025
Q2 		$4.14M Sell
47,745
-280
-0.6% -$23.4K 1.05% 30
2025
Q1 		$3.7M Buy
48,025
+6,085
+15% +$558K 0.99% 29
2024
Q4 		$4.06M Sell
41,940
-225
-0.5% -$22.6K 1.01% 27
2024
Q3 		$4M Buy
42,165
+1,499
+4% +$131K 0.97% 29
2024
Q2 		$3.39M Sell
40,666
-2,325
-5% -$194K 0.86% 32
2024
Q1 		$3.69M Hold
42,991
– – 0.88% 31
2023
Q4 		$3.55M Sell
42,991
-800
-2% -$58.7K 0.89% 33
2023
Q3 		$3.15M Sell
43,791
-360
-0.8% -$27.3K 0.79% 33
2023
Q2 		$3.35M Sell
44,151
-1,550
-3% -$104K 0.83% 32
2023
Q1 		$2.88M Hold
45,701
– – 0.71% 40
2022
Q4 		$2.48M Hold
45,701
– – 0.68% 34
2022
Q3 		$2.61M Sell
45,701
-100
-0.2% -$5.54K 0.75% 31
2022
Q2 		$2.13M Buy
45,801
+100
+0.2% +$5.24K 0.69% 35
2022
Q1 		$2.62M Sell
45,701
-100
-0.2% -$5.15K 0.75% 34
2021
Q4 		$2.41M Buy
45,801
+16
+0% +$856 0.57% 36
2021
Q3 		$2.3M Buy
45,785
+425
+0.9% +$22K 0.52% 40
2021
Q2 		$2.66M Sell
45,360
-350
-0.8% -$21.6K 0.62% 36
2021
Q1 		$2.98M Sell
45,710
-18,710
-29% -$1.15M 0.78% 27
2020
Q4 		$3.54M Sell
64,420
-3,215
-5% -$164K 1.04% 18
2020
Q3 		$2.98M Sell
67,635
-2,525
-4% -$111K 1.09% 14
2020
Q2 		$2.96M Buy
70,160
+225
+0.3% +$8.65K 1.14% 14
2020
Q1 		$2.78M Sell
69,935
-2,560
-4% -$108K 1.28% 11
2019
Q4 		$3.23M Hold
72,495
– – 1.1% 13
2019
Q3 		$2.48M Buy
+72,495
New +$2.51M 1% 13

Other funds holding ACA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Marathon Capital Management's ACA Position: Q2 2026 in Review

Marathon Capital Management reduced its Arcosa (ACA) stake by 0.27% in Q2 2026, selling an estimated $15.4K and leaving 45,166 shares worth $6.56M. The position accounts for 1.33% of the portfolio, ranked #22.

Marathon Capital Management first reported a position in ACA in Q3 2019 and has held it in 28 quarters since. 429 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

  • Marathon Capital Management held 45,166 shares of Arcosa worth $6.56M as of Q2 2026.
  • Marathon Capital Management sold 124 Arcosa shares in Q2 2026, an estimated $15.4K.
  • Arcosa made up 1.33% of Marathon Capital Management's portfolio in Q2 2026, its #22 holding.
  • Marathon Capital Management first reported a position in Arcosa in Q3 2019 and has held it in 28 quarters since.
  • 429 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.