AWM
ACCD

AE Wealth Management’s Accolade Inc ACCD Stock Holding History

AE Wealth Management’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,734
Closed -$60.7K – 2307
2024
Q4 		$60.7K Buy
+17,734
New +$63K ﹤0.01% 1528
2023
Q4 		– Sell
-37,807
Closed -$400K – 2206
2023
Q3 		$400K Buy
+37,807
New +$496K ﹤0.01% 1496
2021
Q4 		– Sell
-24,425
Closed -$1.03M – 1809
2021
Q3 		$1.03M Buy
24,425
+4,630
+23% +$218K 0.01% 857
2021
Q2 		$1.07M Sell
19,795
-1,878
-9% -$91.2K 0.01% 811
2021
Q1 		$983K Buy
21,673
+11,328
+110% +$545K 0.01% 774
2020
Q4 		$450K Buy
10,345
+2,241
+28% +$99.5K 0.01% 999
2020
Q3 		$315K Buy
+8,104
New +$279K ﹤0.01% 1025

Other funds holding ACCD

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's ACCD Position: Q1 2025 in Review

AE Wealth Management sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 17,734 shares — an estimated $60.7K sold.

AE Wealth Management first reported a position in ACCD in Q3 2020 and held it in 7 quarters. The position peaked at $1.07M in Q2 2021. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • AE Wealth Management reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 17,734 Accolade Inc shares in Q1 2025, an estimated $60.7K.
  • AE Wealth Management first reported a position in Accolade Inc in Q3 2020 and held it in 7 quarters.
  • AE Wealth Management's Accolade Inc position peaked at $1.07M in Q2 2021.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.