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Thornburg Investment Management’s Arcosa ACA Stock Holding History

Thornburg Investment Management’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 		– Sell
-79,739
Closed -$8.46M – 140
2026
Q1 		$8.46M Sell
79,739
-29,362
-27% -$3.34M 0.09% 93
2025
Q4 		$11.6M Sell
109,101
-744
-0.7% -$75.1K 0.15% 82
2025
Q3 		$10.3M Sell
109,845
-27,600
-20% -$2.57M 0.13% 94
2025
Q2 		$11.9M Sell
137,445
-11,983
-8% -$1M 0.15% 82
2025
Q1 		$115M Sell
149,428
-15,528
-9% -$1.42M 0.16% 82
2024
Q4 		$16M Sell
164,956
-727
-0.4% -$73.1K 0.21% 72
2024
Q3 		$15.7M Sell
165,683
-445
-0.3% -$38.9K 0.2% 71
2024
Q2 		$13.8M Buy
166,128
+11,735
+8% +$978K 0.19% 76
2024
Q1 		$13.2M Sell
154,393
-6,443
-4% -$525K 0.18% 85
2023
Q4 		$13.3M Buy
160,836
+16,665
+12% +$1.22M 0.19% 82
2023
Q3 		$10.4M Buy
+144,171
New +$10.9M 0.17% 93

Other funds holding ACA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Thornburg Investment Management's ACA Position: Q2 2026 in Review

Thornburg Investment Management sold out of Arcosa (ACA) in Q2 2026, closing a stake of 79,739 shares — an estimated $8.46M sold.

Thornburg Investment Management first reported a position in ACA in Q3 2023 and held it in 11 quarters. The position peaked at $115M in Q1 2025. 425 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

  • Thornburg Investment Management reported no remaining Arcosa position as of Q2 2026 after selling out during the quarter.
  • Thornburg Investment Management sold 79,739 Arcosa shares in Q2 2026, an estimated $8.46M.
  • Thornburg Investment Management first reported a position in Arcosa in Q3 2023 and held it in 11 quarters.
  • Thornburg Investment Management's Arcosa position peaked at $115M in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.