True North Advisors’s ACV Auctions ACVA Stock Holding History

True North Advisors’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 Q1	$743K	Buy	+175,170	New	+$1.15M	0.08%	132
2025 Q4	–	Sell	-92,270	Closed	-$914K	–	251
2025 Q3	$914K	Buy	92,270 +22,969	+33%	+$294K	0.15%	91
2025 Q2	$1.12M	Buy	69,301 +7,117	+11%	+$111K	0.22%	88
2025 Q1	$876K	Buy	62,184 +10,927	+21%	+$201K	0.16%	98
2024 Q4	$1.11M	Sell	51,257 -8,435	-14%	-$171K	0.26%	61
2024 Q3	$1.21M	Hold	59,692	–	–	0.32%	54
2024 Q2	$1.09M	Hold	59,692	–	–	0.29%	57
2024 Q1	$1.12M	Sell	59,692 -8,435	-12%	-$132K	0.31%	57
2023 Q4	$1.03M	Hold	68,127	–	–	0.27%	55
2023 Q3	$1.03M	Sell	68,127 -6,020	-8%	-$97.8K	0.32%	58
2023 Q2	$1.28M	Sell	74,147 -22,051	-23%	-$337K	0.36%	56
2023 Q1	$1.24M	Hold	96,198	–	–	0.37%	69
2022 Q4	$790K	Buy	+96,198	New	+$804K	0.27%	85

Other funds holding ACVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return