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Root Financial Partners’s ACV Auctions ACVA Stock Holding History

Root Financial Partners’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 		– Sell
-135
Closed -$572 – 444
2026
Q1 		$572 Buy
+135
New +$884 ﹤0.01% 2822
2025
Q4 		– Sell
-77
Closed -$763 – 2435
2025
Q3 		$763 Buy
+77
New +$986 ﹤0.01% 2097

Other funds holding ACVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's ACVA Position: Q2 2026 in Review

Root Financial Partners sold out of ACV Auctions (ACVA) in Q2 2026, closing a stake of 135 shares — an estimated $572 sold.

Root Financial Partners first reported a position in ACVA in Q3 2025 and held it in 2 quarters. The position peaked at $763 in Q3 2025. 258 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • Root Financial Partners reported no remaining ACV Auctions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 135 ACV Auctions shares in Q2 2026, an estimated $572.
  • Root Financial Partners first reported a position in ACV Auctions in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's ACV Auctions position peaked at $763 in Q3 2025.
  • 258 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.