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 Q2	$29.3M	Buy	201,450 +55,069	+38%	+$6.84M	0.14%	94
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Select Equity Group's ACA Position: Q2 2026 in Review

Select Equity Group increased its Arcosa (ACA) stake by 38% in Q2 2026, buying an estimated $6.84M and bringing the position to 201,450 shares worth $29.3M. The position accounts for 0.14% of the portfolio, ranked #94.

Select Equity Group first reported a position in ACA in Q1 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

Select Equity Group held 201,450 shares of Arcosa worth $29.3M as of Q2 2026.
Select Equity Group bought 55,069 Arcosa shares in Q2 2026, an estimated $6.84M.
Arcosa made up 0.14% of Select Equity Group's portfolio in Q2 2026, its #94 holding.
Select Equity Group first reported a position in Arcosa in Q1 2025 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.