AssetMark Inc
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AssetMark Inc’s Acadia Healthcare ACHC Stock Holding History

AssetMark Inc’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$825 Buy
+30
New +$902 ﹤0.01% 3280
2025
Q1 		– Sell
-1,184
Closed -$46.9K – 2623
2024
Q4 		$46.9K Sell
1,184
-301
-20% -$13.6K ﹤0.01% 1441
2024
Q3 		$94.2K Buy
1,485
+591
+66% +$42.7K ﹤0.01% 1162
2024
Q2 		$60.4K Buy
894
+443
+98% +$30.9K ﹤0.01% 1195
2024
Q1 		$35.7K Buy
+451
New +$36.9K ﹤0.01% 1206
2021
Q2 		– Sell
-77
Closed -$4K – 1307
2021
Q1 		$4K Buy
77
+7
+10% +$379 ﹤0.01% 1034
2020
Q4 		$4K Hold
70
– – ﹤0.01% 1048
2020
Q3 		$2K Hold
70
– – ﹤0.01% 1085
2020
Q2 		$2K Buy
70
+26
+59% +$649 ﹤0.01% 1054
2020
Q1 		$1K Buy
+44
New +$1.26K ﹤0.01% 1227
2019
Q1 		– Sell
-31
Closed -$1K – 1328
2018
Q4 		$1K Sell
31
-111
-78% -$3.84K ﹤0.01% 1262
2018
Q3 		$5K Sell
142
-6
-4% -$239 ﹤0.01% 1155
2018
Q2 		$6K Buy
148
+17
+13% +$686 ﹤0.01% 1126
2018
Q1 		$5K Buy
131
+81
+162% +$2.97K ﹤0.01% 1144
2017
Q4 		$2K Sell
50
-30
-38% -$1.04K ﹤0.01% 1408
2017
Q3 		$4K Hold
80
– – ﹤0.01% 1162
2017
Q2 		$4K Buy
80
+21
+36% +$930 ﹤0.01% 1126
2017
Q1 		$3K Hold
59
– – ﹤0.01% 1071
2016
Q4 		$2K Sell
59
-24
-29% -$931 ﹤0.01% 1119
2016
Q3 		$4K Buy
83
+20
+32% +$1.04K ﹤0.01% 1056
2016
Q2 		$3K Hold
63
– – ﹤0.01% 1057
2016
Q1 		$3K Buy
63
+50
+385% +$2.85K ﹤0.01% 1022
2015
Q4 		$1K Buy
+13
New +$847 ﹤0.01% 1157

Other funds holding ACHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's ACHC Position: Q3 2026 in Review

AssetMark Inc opened a new position in Acadia Healthcare (ACHC) in Q3 2026: 30 shares worth $825. The stake represents ﹤0.01% of the portfolio and ranks #3280 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in ACHC as recently as Q4 2024.

AssetMark Inc first reported a position in ACHC in Q4 2015 and has held it in 23 quarters since. The position peaked at $94.2K in Q3 2024. 151 funds tracked by Wall St. Rank hold ACHC as of Q3 2026.

  • AssetMark Inc held 30 shares of Acadia Healthcare worth $825 as of Q3 2026.
  • Acadia Healthcare was a new AssetMark Inc position in Q3 2026.
  • Acadia Healthcare made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3280 holding.
  • AssetMark Inc first reported a position in Acadia Healthcare in Q4 2015 and has held it in 23 quarters since.
  • AssetMark Inc's Acadia Healthcare position peaked at $94.2K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.