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 Q2	$1.27M	Buy	176,006 +836	+0.5%	+$4.74K	0.12%	104
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 $6.73T AUM 46.02% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

True North Advisors's ACVA Position: Q2 2026 in Review

True North Advisors increased its ACV Auctions (ACVA) stake by 0.48% in Q2 2026, buying an estimated $4.74K and bringing the position to 176,006 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #104.

True North Advisors first reported a position in ACVA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q2 2023. 258 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

True North Advisors held 176,006 shares of ACV Auctions worth $1.27M as of Q2 2026.
True North Advisors bought 836 ACV Auctions shares in Q2 2026, an estimated $4.74K.
ACV Auctions made up 0.12% of True North Advisors's portfolio in Q2 2026, its #104 holding.
True North Advisors first reported a position in ACV Auctions in Q4 2022 and has held it in 14 quarters since.
True North Advisors's ACV Auctions position peaked at $1.28M in Q2 2023.
258 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.