Avion Wealth’s Accendra Health ACH Stock Holding History

Avion Wealth’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 Q1	–	Sell	-296	Closed	–	–	1499
2025 Q4	$0	Buy	296 +192	+185%	+$686	﹤0.01%	1488
2025 Q3	$0	Buy	+104	New	+$662	﹤0.01%	1444

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's ACH Position: Q1 2026 in Review

Avion Wealth sold out of Accendra Health (ACH) in Q1 2026, closing a stake of 296 shares.

Avion Wealth first reported a position in ACH in Q3 2025 and held it in 2 quarters. The position peaked at $0 in Q4 2025. 142 funds tracked by Wall St. Rank hold ACH as of Q1 2026.

Avion Wealth reported no remaining Accendra Health position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 296 Accendra Health shares in Q1 2026.
Avion Wealth first reported a position in Accendra Health in Q3 2025 and held it in 2 quarters.
Avion Wealth's Accendra Health position peaked at $0 in Q4 2025.
142 funds tracked by Wall St. Rank held Accendra Health as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.