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 Q3	$1.88K	Hold	435	–	–	﹤0.01%	1204
2026 Q2	$2.03K	Hold	435	–	–	﹤0.01%	1161
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	$1.18K	Buy	+331	New	+$1.14K	﹤0.01%	1222

Other funds holding ACTG

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Wealth Management Group's ACTG Position: Q3 2026 in Review

Private Wealth Management Group held its Acacia Research (ACTG) position steady in Q3 2026 at 435 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Private Wealth Management Group first reported a position in ACTG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.09K in Q1 2026. 14 funds tracked by Wall St. Rank hold ACTG as of Q3 2026.

Private Wealth Management Group held 435 shares of Acacia Research worth $1.88K as of Q3 2026.
Private Wealth Management Group left its Acacia Research share count unchanged in Q3 2026.
Acacia Research made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1204 holding.
Private Wealth Management Group first reported a position in Acacia Research in Q2 2025 and has held it in 6 quarters since.
Private Wealth Management Group's Acacia Research position peaked at $2.09K in Q1 2026.
14 funds tracked by Wall St. Rank held Acacia Research as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.