AWM
ACH

Abound Wealth Management’s Accendra Health ACH Stock Holding History

Abound Wealth Management’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9
Closed -$82 – 1386
2025
Q2 		$82 Hold
9
– – ﹤0.01% 1274
2025
Q1 		$82 Hold
9
– – ﹤0.01% 1248
2024
Q4 		$118 Hold
9
– – ﹤0.01% 1198
2024
Q3 		$142 Hold
9
– – ﹤0.01% 1265
2024
Q2 		$122 Sell
9
-3
-25% -$61 ﹤0.01% 1151
2024
Q1 		$333 Hold
12
– – ﹤0.01% 1085
2023
Q4 		$232 Buy
+12
New +$217 ﹤0.01% 1256

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abound Wealth Management's ACH Position: Q3 2025 in Review

Abound Wealth Management sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 9 shares — an estimated $82 sold.

Abound Wealth Management first reported a position in ACH in Q4 2023 and held it in 7 quarters. The position peaked at $333 in Q1 2024. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Abound Wealth Management reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 9 Accendra Health shares in Q3 2025, an estimated $82.
  • Abound Wealth Management first reported a position in Accendra Health in Q4 2023 and held it in 7 quarters.
  • Abound Wealth Management's Accendra Health position peaked at $333 in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.