Select Equity Group’s Arcosa ACA Stock Holding History

Select Equity Group’s Portfolio ACA Stock Details ACA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5M	Buy	146,381 +28,299	+24%	+$3.22M	0.08%	117
2025 Q4	$12.6M	Buy	118,082 +13,380	+13%	+$1.35M	0.05%	135
2025 Q3	$9.81M	Buy	104,702 +21,000	+25%	+$1.95M	0.04%	137
2025 Q2	$7.26M	Buy	83,702 +29,657	+55%	+$2.48M	0.03%	134
2025 Q1	$4.17M	Buy	+54,045	New	+$4.96M	0.02%	136

Other funds holding ACA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Select Equity Group's ACA Position: Q1 2026 in Review

Select Equity Group increased its Arcosa (ACA) stake by 24% in Q1 2026, buying an estimated $3.22M and bringing the position to 146,381 shares worth $15.5M. The position accounts for 0.08% of the portfolio, ranked #117.

Select Equity Group first reported a position in ACA in Q1 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold ACA as of Q1 2026.

Select Equity Group held 146,381 shares of Arcosa worth $15.5M as of Q1 2026.
Select Equity Group bought 28,299 Arcosa shares in Q1 2026, an estimated $3.22M.
Arcosa made up 0.08% of Select Equity Group's portfolio in Q1 2026, its #117 holding.
Select Equity Group first reported a position in Arcosa in Q1 2025 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held Arcosa as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.