UFPG
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United Financial Planning Group’s Aecom ACM Stock Holding History

United Financial Planning Group’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
2026
Q2 		– Sell
-111
Closed -$9.41K – 467
2026
Q1 		$9.41K Buy
111
+43
+63% +$4.08K 0.01% 220
2025
Q4 		$6.48K Buy
+68
New +$8K ﹤0.01% 250

Other funds holding ACM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's ACM Position: Q2 2026 in Review

United Financial Planning Group sold out of Aecom (ACM) in Q2 2026, closing a stake of 111 shares — an estimated $9.41K sold.

United Financial Planning Group first reported a position in ACM in Q4 2025 and held it in 2 quarters. The position peaked at $9.41K in Q1 2026. 572 funds tracked by Wall St. Rank hold ACM as of Q2 2026.

  • United Financial Planning Group reported no remaining Aecom position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 111 Aecom shares in Q2 2026, an estimated $9.41K.
  • United Financial Planning Group first reported a position in Aecom in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's Aecom position peaked at $9.41K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Aecom as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.