PCWA
ACTG icon

Pacific Capital Wealth Advisors’s Acacia Research ACTG Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$434 – 86
2024
Q4 		$434 Hold
100
– – ﹤0.01% 372
2024
Q3 		$466 Hold
100
– – ﹤0.01% 458
2024
Q2 		$501 Hold
100
– – ﹤0.01% 471
2024
Q1 		$533 Hold
100
– – ﹤0.01% 491
2023
Q4 		$392 Buy
+100
New +$370 ﹤0.01% 317

Other funds holding ACTG

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's ACTG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Acacia Research (ACTG) in Q1 2025, closing a stake of 100 shares — an estimated $434 sold.

Pacific Capital Wealth Advisors first reported a position in ACTG in Q4 2023 and held it in 5 quarters. The position peaked at $533 in Q1 2024. 89 funds tracked by Wall St. Rank hold ACTG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Acacia Research position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Acacia Research shares in Q1 2025, an estimated $434.
  • Pacific Capital Wealth Advisors first reported a position in Acacia Research in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Acacia Research position peaked at $533 in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Acacia Research as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.