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Avion Wealth’s Acadia Healthcare ACHC Stock Holding History

Avion Wealth’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
Q1 		$1K Buy
58
+37
+176% +$670 ﹤0.01% 950
2025
Q4 		$0 Sell
21
-62
-75% -$1.17K ﹤0.01% 1181
2025
Q3 		$2K Sell
83
-3
-3% -$67 ﹤0.01% 814
2025
Q2 		$1K Buy
86
+47
+121% +$1.11K ﹤0.01% 881
2025
Q1 		$1K Hold
39
– – ﹤0.01% 793
2024
Q4 		$1K Buy
39
+24
+160% +$1.08K ﹤0.01% 790
2024
Q3 		$0 Hold
15
– – ﹤0.01% 955
2024
Q2 		$1K Buy
15
+8
+114% +$559 ﹤0.01% 666
2024
Q1 		$1K Hold
7
– – ﹤0.01% 819
2023
Q4 		$1K Hold
7
– – ﹤0.01% 652
2023
Q3 		$0 Buy
+7
New +$523 ﹤0.01% 770

Other funds holding ACHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM