Vanguard Capital Wealth Advisors
AMRC icon

Vanguard Capital Wealth Advisors’s Ameresco AMRC Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,000
Closed -$322K – 124
2025
Q4 		$322K Sell
11,000
-4,000
-27% -$140K 0.26% 81
2025
Q3 		$504K Sell
15,000
-21,000
-58% -$480K 0.4% 60
2025
Q2 		$547K Buy
36,000
+18,500
+106% +$242K 0.54% 44
2025
Q1 		$211K Buy
+17,500
New +$317K 0.26% 92
2021
Q2 		– Sell
-6,050
Closed -$285K – 156
2021
Q1 		$285K Buy
+6,050
New +$333K 0.24% 91

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Wealth Advisors's AMRC Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors sold out of Ameresco (AMRC) in Q1 2026, closing a stake of 11,000 shares — an estimated $322K sold.

Vanguard Capital Wealth Advisors first reported a position in AMRC in Q1 2021 and held it in 5 quarters. The position peaked at $547K in Q2 2025. 187 funds tracked by Wall St. Rank hold AMRC as of Q1 2026.

  • Vanguard Capital Wealth Advisors reported no remaining Ameresco position as of Q1 2026 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 11,000 Ameresco shares in Q1 2026, an estimated $322K.
  • Vanguard Capital Wealth Advisors first reported a position in Ameresco in Q1 2021 and held it in 5 quarters.
  • Vanguard Capital Wealth Advisors's Ameresco position peaked at $547K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Ameresco as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.