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Smallwood Wealth Investment Management’s Aecom ACM Stock Holding History

Smallwood Wealth Investment Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$1.8K – 530
2025
Q2 		$1.8K Buy
+16
New +$1.66K ﹤0.01% 409

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Vanguard Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Smallwood Wealth Investment Management's ACM Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Aecom (ACM) in Q3 2025, closing a stake of 16 shares — an estimated $1.8K sold.

Smallwood Wealth Investment Management first reported a position in ACM in Q2 2025 and held it in 1 quarter. The position peaked at $1.8K in Q2 2025. 639 funds tracked by Wall St. Rank hold ACM as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Aecom position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 16 Aecom shares in Q3 2025, an estimated $1.8K.
  • Smallwood Wealth Investment Management first reported a position in Aecom in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Aecom position peaked at $1.8K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Aecom as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.