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 Q3	$1K	Hold	58	–	–	﹤0.01%	1131
2026 Q2	$1K	Hold	58	–	–	﹤0.01%	1153
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avion Wealth's ACHC Position: Q3 2026 in Review

Avion Wealth held its Acadia Healthcare (ACHC) position steady in Q3 2026 at 58 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Avion Wealth first reported a position in ACHC in Q3 2023 and has held it in 13 quarters since. The position peaked at $2K in Q3 2025. 151 funds tracked by Wall St. Rank hold ACHC as of Q3 2026.

Avion Wealth held 58 shares of Acadia Healthcare worth $1K as of Q3 2026.
Avion Wealth left its Acadia Healthcare share count unchanged in Q3 2026.
Acadia Healthcare made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1131 holding.
Avion Wealth first reported a position in Acadia Healthcare in Q3 2023 and has held it in 13 quarters since.
Avion Wealth's Acadia Healthcare position peaked at $2K in Q3 2025.
151 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.