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Equibles

MORGAN STANLEY

Position in ACA — Arcosa, Inc.

CIK 895421 NEW YORK, NY
Back to ACA Full portfolio

Position in ACA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$77,641,372
+$26,781,528 QoQ
Shares Held
534,389
+11.5% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 85% Shared 0% None 15%

Common Shares in ACA Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $6,352,060,862 across 43 Engineering & Construction names. ACA ranks #19 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PWR
Quanta Services, Inc.
 2,311,374 $1,664,281,724
2 FIX
Comfort Systems USA Inc
 430,085 $852,406,958
3 EME
EMCOR Group, Inc.
 560,165 $464,869,721
4 STRL
Sterling Infrastructure, Inc.
 514,000 $431,431,035
5 J
Jacobs Solutions Inc.
 3,176,879 $400,286,754
6 MTZ
Mastec Inc
 653,503 $271,896,451
7 IESC
IES Holdings, Inc.
 308,442 $226,599,994
8
552,459 $195,863,284

All Filings in ACA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $77,641,372 534,389
2026-03-31 $50,859,844 479,177
2025-12-31 $57,790,020 543,548
2025-09-30 $50,353,096 537,329
2025-06-30 $50,674,620 584,415
2025-03-31 $43,460,356 563,542
2024-12-31 $58,941,066 609,273
2024-09-30 $54,524,615 575,397
2024-06-30 $56,541,382 677,873
2024-03-31 $46,488,806 541,449
2023-12-31 $54,865,353 663,908
2023-09-30 $48,962,962 680,987
2023-06-30 $44,696,340 589,895
2023-03-31 $34,332,215 544,006
2022-12-31 $32,500,042 598,087
2022-09-30 $28,856,455 504,660
2022-06-30 $21,457,805 462,154
2022-03-31 $17,188,566 300,237
2021-12-31 $18,424,180 349,605
2021-09-30 $12,899,205 257,110
2021-06-30 $14,731,812 250,797
2021-03-31 $13,754,946 211,322
2020-12-31 $13,119,314 238,837
2020-09-30 $8,610,732 195,299
2020-06-30 $8,580,777 203,336
2020-03-31 $8,204,600 206,457