AF
ACH

Allworth Financial’s Accendra Health ACH Stock Holding History

Allworth Financial’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
2026
Q2 		$6.72K Buy
1,966
+1,133
+136% +$3.52K ﹤0.01% 3965
2026
Q1 		$1.9K Buy
833
+325
+64% +$748 ﹤0.01% 4367
2025
Q4 		$1.42K Sell
508
-910
-64% -$3.25K ﹤0.01% 4245
2025
Q3 		$6.81K Buy
1,418
+522
+58% +$3.32K ﹤0.01% 3366
2025
Q2 		$8.15K Buy
896
+410
+84% +$3.02K ﹤0.01% 2991
2025
Q1 		$3.39K Buy
486
+461
+1,844% +$4.87K ﹤0.01% 2976
2024
Q4 		$372 Sell
25
-1,501
-98% -$20K ﹤0.01% 3668
2024
Q3 		$23.9K Hold
1,526
– – ﹤0.01% 1801
2024
Q2 		$22.6K Sell
1,526
-58
-4% -$1.19K ﹤0.01% 1803
2024
Q1 		$43.9K Sell
1,584
-9
-0.6% -$200 ﹤0.01% 1346
2023
Q4 		$30.7K Sell
1,593
-882
-36% -$16K ﹤0.01% 1403
2023
Q3 		$40K Hold
2,475
– – ﹤0.01% 1202
2023
Q2 		$47.1K Buy
2,475
+2,336
+1,681% +$41.7K ﹤0.01% 1143
2023
Q1 		$2.02K Buy
139
+131
+1,638% +$2.35K ﹤0.01% 2407
2022
Q4 		$156 Sell
8
-16
-67% -$312 ﹤0.01% 2848
2022
Q3 		$1K Buy
24
+20
+500% +$616 ﹤0.01% 2448
2022
Q2 		$0 Buy
+4
New +$145 ﹤0.01% 2676

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's ACH Position: Q2 2026 in Review

Allworth Financial increased its Accendra Health (ACH) stake by 136% in Q2 2026, buying an estimated $3.52K and bringing the position to 1,966 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Allworth Financial first reported a position in ACH in Q2 2022 and has held it in 17 quarters since. The position peaked at $47.1K in Q2 2023. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

  • Allworth Financial held 1,966 shares of Accendra Health worth $6.72K as of Q2 2026.
  • Allworth Financial bought 1,133 Accendra Health shares in Q2 2026, an estimated $3.52K.
  • Accendra Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3965 holding.
  • Allworth Financial first reported a position in Accendra Health in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Accendra Health position peaked at $47.1K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.