True Wealth Design’s ACV Auctions ACVA Stock Holding History

True Wealth Design’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	$5.16K	Buy	718 +123	+21%	+$697	﹤0.01%	1312
2026 Q1	$2.52K	Buy	595 +338	+132%	+$2.21K	﹤0.01%	1448
2025 Q4	$2.06K	Buy	+257	New	+$2.08K	﹤0.01%	1439
2025 Q3	–	Sell	-51	Closed	-$828	–	2716
2025 Q2	$828	Sell	51 -13	-20%	-$202	﹤0.01%	1539
2025 Q1	$902	Buy	+64	New	+$1.18K	﹤0.01%	1301

Other funds holding ACVA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return