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ORBA Wealth Advisors’s Albertsons Companies ACI Stock Holding History

ORBA Wealth Advisors’s Portfolio ACI Stock Details ACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,702
Closed -$565K – 73
2025
Q1 		$565K Buy
25,702
+3,647
+17% +$75.2K 0.29% 58
2024
Q4 		$433K Buy
+22,055
New +$418K 0.23% 70

Other funds holding ACI

CCM
Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

ORBA Wealth Advisors's ACI Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Albertsons Companies (ACI) in Q2 2025, closing a stake of 25,702 shares — an estimated $565K sold.

ORBA Wealth Advisors first reported a position in ACI in Q4 2024 and held it in 2 quarters. The position peaked at $565K in Q1 2025. 501 funds tracked by Wall St. Rank hold ACI as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining Albertsons Companies position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 25,702 Albertsons Companies shares in Q2 2025, an estimated $565K.
  • ORBA Wealth Advisors first reported a position in Albertsons Companies in Q4 2024 and held it in 2 quarters.
  • ORBA Wealth Advisors's Albertsons Companies position peaked at $565K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Albertsons Companies as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.