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Wealth Preservation Advisors’s ACV Auctions ACVA Stock Holding History

Wealth Preservation 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 		– Sell
-225
Closed -$954 – 102
2026
Q1 		$954 Buy
+225
New +$1.47K ﹤0.01% 696

Other funds holding ACVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's ACVA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of ACV Auctions (ACVA) in Q2 2026, closing a stake of 225 shares — an estimated $954 sold.

Wealth Preservation Advisors first reported a position in ACVA in Q1 2026 and held it in 1 quarter. The position peaked at $954 in Q1 2026. 257 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining ACV Auctions position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 225 ACV Auctions shares in Q2 2026, an estimated $954.
  • Wealth Preservation Advisors first reported a position in ACV Auctions in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's ACV Auctions position peaked at $954 in Q1 2026.
  • 257 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.