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One Charles Private Wealth Services’s ACV Auctions ACVA Stock Holding History

One Charles Private Wealth Services’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 		$5.61M Sell
779,768
-3,518
-0.4% -$19.9K 1.29% 19
2026
Q1 		$3.32M Sell
783,286
-1,266
-0.2% -$8.29K 0.83% 26
2025
Q4 		$6.29M Sell
784,552
-161,257
-17% -$1.3M 1.63% 14
2025
Q3 		$9.37M Sell
945,809
-49,987
-5% -$640K 2.46% 10
2025
Q2 		$16.2M Sell
995,796
-5,168
-0.5% -$80.4K 4.54% 5
2025
Q1 		$14.1M Sell
1,000,964
-705
-0.1% -$13K 4.57% 6
2024
Q4 		$21.6M Sell
1,001,669
-97,324
-9% -$1.97M 7.28% 4
2024
Q3 		$22.3M Sell
1,098,993
-77,028
-7% -$1.42M 8.5% 2
2024
Q2 		$21.5M Sell
1,176,021
-14,805
-1% -$266K 8.93% 2
2024
Q1 		$22.4M Sell
1,190,826
-52,095
-4% -$816K 9.73% 2
2023
Q4 		$18.8M Sell
1,242,921
-3,140
-0.3% -$46K 9.97% 1
2023
Q3 		$18.9M Sell
1,246,061
-5,635
-0.5% -$91.5K 11.06% 1
2023
Q2 		$21.6M Sell
1,251,696
-216,873
-15% -$3.32M 12.56% 1
2023
Q1 		$19M Sell
1,468,569
-163,756
-10% -$1.79M 11.78% 1
2022
Q4 		$13.4M Sell
1,632,325
-158,935
-9% -$1.33M 8.67% 2
2022
Q3 		$12.9M Buy
1,791,260
+841,120
+89% +$6.68M 8.54% 1
2022
Q2 		$6.17M Sell
950,140
-70,213
-7% -$723K 4.15% 5
2022
Q1 		$15.1M Sell
1,020,353
-90,001
-8% -$1.25M 9.4% 1
2021
Q4 		$20.9M Sell
1,110,354
-430,255
-28% -$8.45M 11.85% 1
2021
Q3 		$27.6M Buy
1,540,609
+1,130,075
+275% +$24M 15.88% 1
2021
Q2 		$10.5M Buy
+410,534
New +$12M 7.05% 2

Other funds holding ACVA

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM

One Charles Private Wealth Services's ACVA Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its ACV Auctions (ACVA) stake by 0.45% in Q2 2026, selling an estimated $19.9K and leaving 779,768 shares worth $5.61M. The position accounts for 1.29% of the portfolio, ranked #19.

One Charles Private Wealth Services first reported a position in ACVA in Q2 2021 and has held it in 21 quarters since. The position peaked at $27.6M in Q3 2021. 26 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • One Charles Private Wealth Services held 779,768 shares of ACV Auctions worth $5.61M as of Q2 2026.
  • One Charles Private Wealth Services sold 3,518 ACV Auctions shares in Q2 2026, an estimated $19.9K.
  • ACV Auctions made up 1.29% of One Charles Private Wealth Services's portfolio in Q2 2026, its #19 holding.
  • One Charles Private Wealth Services first reported a position in ACV Auctions in Q2 2021 and has held it in 21 quarters since.
  • One Charles Private Wealth Services's ACV Auctions position peaked at $27.6M in Q3 2021.
  • 26 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.