Position in ACVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,124
+$30,453 QoQ
Shares Held
5,720
+127.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 254 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACVA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,725,446 across 17 Auto & Truck Dealerships names. ACVA ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
|
7,053 | $373,028 | |
| 2 | AN |
Autonation, Inc.
|
1,945 | $361,357 | |
| 3 | CVNA |
Carvana Co.
|
4,642 | $305,532 | |
| 4 | GPI |
Group 1 Automotive Inc
|
539 | $156,936 | |
| 5 | LAD |
Lithia Motors Inc
|
536 | $155,697 | |
| 6 | CARG |
CarGurus, Inc.
|
3,722 | $126,880 | |
| 7 | ACVA |
ACV Auctions Inc.
This page
|
5,720 | $41,124 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
206 | $36,860 |
All Filings in ACVA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,124 | 5,720 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,671 | 2,517 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,470 | 2,428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,027 | 911 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,589 | 283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,423 | 243 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,043 | 141 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,870 | 92 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $511 | 28 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||