Moneta Group Investment Advisors’s ACV Auctions ACVA Stock Holding History

Moneta Group Investment 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
2026 Q2	$83K	Sell	11,540 -10,137	-47%	-$57.5K	﹤0.01%	861
2026 Q1	$91.9K	Sell	21,677 -5,216	-19%	-$34.1K	﹤0.01%	783
2025 Q4	$216K	Sell	26,893 -1,108	-4%	-$8.96K	﹤0.01%	756
2025 Q3	$277K	Sell	28,001 -1,108	-4%	-$14.2K	﹤0.01%	643
2025 Q2	$472K	Sell	29,109 -4	-0%	-$62	0.01%	448
2025 Q1	$410K	Buy	29,113 +4	+0%	+$74	0.01%	460
2024 Q4	$629K	Sell	29,109 -1,403	-5%	-$28.4K	0.01%	360
2024 Q3	$620K	Sell	30,512 -60	-0.2%	-$1.11K	0.01%	364
2024 Q2	$558K	Sell	30,572 -1,108	-3%	-$19.9K	0.01%	367
2024 Q1	$595K	Buy	31,680 +4,432	+16%	+$69.4K	0.01%	341
2023 Q4	$413K	Hold	27,248	–	–	0.01%	365
2023 Q3	$414K	Buy	27,248 +1,168	+4%	+$19K	0.01%	354
2023 Q2	$450K	Buy	+26,080	New	+$399K	0.01%	339

Other funds holding ACVA

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

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Moneta Group Investment Advisors's ACVA Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its ACV Auctions (ACVA) stake by 47% in Q2 2026, selling an estimated $57.5K and leaving 11,540 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Moneta Group Investment Advisors first reported a position in ACVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $629K in Q4 2024. 258 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

Moneta Group Investment Advisors held 11,540 shares of ACV Auctions worth $83K as of Q2 2026.
Moneta Group Investment Advisors sold 10,137 ACV Auctions shares in Q2 2026, an estimated $57.5K.
ACV Auctions made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #861 holding.
Moneta Group Investment Advisors first reported a position in ACV Auctions in Q2 2023 and has held it in 13 quarters since.
Moneta Group Investment Advisors's ACV Auctions position peaked at $629K in Q4 2024.
258 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.