AGWCA
ACH

Annis Gardner Whiting Capital Advisors’s Accendra Health ACH Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-51
Closed -$465 – 1368
2025
Q2 		$465 Buy
+51
New +$376 ﹤0.01% 1197

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ACH Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 51 shares — an estimated $465 sold.

Annis Gardner Whiting Capital Advisors first reported a position in ACH in Q2 2025 and held it in 1 quarter. The position peaked at $465 in Q2 2025. 203 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 51 Accendra Health shares in Q3 2025, an estimated $465.
  • Annis Gardner Whiting Capital Advisors first reported a position in Accendra Health in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Accendra Health position peaked at $465 in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.