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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's ACVA Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its ACV Auctions (ACVA) stake by 19% in Q1 2026, selling an estimated $34.1K and leaving 21,677 shares worth $91.9K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Moneta Group Investment Advisors first reported a position in ACVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $629K in Q4 2024. 265 funds tracked by Wall St. Rank hold ACVA as of Q1 2026.

Moneta Group Investment Advisors held 21,677 shares of ACV Auctions worth $91.9K as of Q1 2026.
Moneta Group Investment Advisors sold 5,216 ACV Auctions shares in Q1 2026, an estimated $34.1K.
ACV Auctions made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #783 holding.
Moneta Group Investment Advisors first reported a position in ACV Auctions in Q2 2023 and has held it in 12 quarters since.
Moneta Group Investment Advisors's ACV Auctions position peaked at $629K in Q4 2024.
265 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.