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Private Wealth Management Group’s Acacia Research ACTG Stock Holding History

Private Wealth Management Group’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
2026
Q1 		$2.09K Buy
435
+77
+22% +$324 ﹤0.01% 1076
2025
Q4 		$1.34K Hold
358
– – ﹤0.01% 1193
2025
Q3 		$1.16K Buy
358
+27
+8% +$94 ﹤0.01% 1246
2025
Q2 		$1.19K Buy
+331
New +$1.14K ﹤0.01% 1222

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Private Wealth Management Group's ACTG Position: Q1 2026 in Review

Private Wealth Management Group increased its Acacia Research (ACTG) stake by 22% in Q1 2026, buying an estimated $324 and bringing the position to 435 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Private Wealth Management Group first reported a position in ACTG in Q2 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold ACTG as of Q1 2026.

  • Private Wealth Management Group held 435 shares of Acacia Research worth $2.09K as of Q1 2026.
  • Private Wealth Management Group bought 77 Acacia Research shares in Q1 2026, an estimated $324.
  • Acacia Research made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1076 holding.
  • Private Wealth Management Group first reported a position in Acacia Research in Q2 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Acacia Research as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.