Barrow, Hanley, Mewhinney & Strauss
ACH

Barrow, Hanley, Mewhinney & Strauss’s Accendra Health ACH Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q2 		– Sell
-68
Closed -$614 – 366
2025
Q1 		$614 Buy
68
+18
+36% +$190 ﹤0.01% 297
2024
Q4 		$653 Hold
50
– – ﹤0.01% 310
2024
Q3 		$784 Buy
+50
New +$757 ﹤0.01% 312
2019
Q4 		– Sell
-242,121
Closed -$1.41M – 333
2019
Q3 		$1.41M Sell
242,121
-29,133
-11% -$131K ﹤0.01% 231
2019
Q2 		$868K Sell
271,254
-13,036
-5% -$44.5K ﹤0.01% 263
2019
Q1 		$1.17M Sell
284,290
-135,564
-32% -$857K ﹤0.01% 261
2018
Q4 		$2.66M Buy
419,854
+240,052
+134% +$2.49M 0.01% 210
2018
Q3 		$2.97M Sell
179,802
-19,938
-10% -$339K ﹤0.01% 246
2018
Q2 		$3.34M Sell
199,740
-366
-0.2% -$5.92K 0.01% 248
2018
Q1 		$3.11M Sell
200,106
-608
-0.3% -$10.8K ﹤0.01% 243
2017
Q4 		$3.79M Sell
200,714
-17,582
-8% -$390K 0.01% 240
2017
Q3 		$6.37M Sell
218,296
-1,010
-0.5% -$29.8K 0.01% 186
2017
Q2 		$7.06M Buy
219,306
+8,464
+4% +$278K 0.01% 174
2017
Q1 		$7.29M Buy
210,842
+7,078
+3% +$253K 0.01% 168
2016
Q4 		$7.19M Buy
203,764
+48,355
+31% +$1.63M 0.01% 170
2016
Q3 		$5.4M Sell
155,409
-2,864
-2% -$100K 0.01% 183
2016
Q2 		$5.92M Sell
158,273
-584
-0.4% -$21.9K 0.01% 173
2016
Q1 		$6.42M Buy
158,857
+6,283
+4% +$234K 0.01% 151
2015
Q4 		$5.49M Buy
152,574
+2,862
+2% +$104K 0.01% 156
2015
Q3 		$4.78M Hold
149,712
– – 0.01% 160
2015
Q2 		$5.09M Buy
149,712
+34,325
+30% +$1.16M 0.01% 160
2015
Q1 		$3.9M Buy
+115,387
New +$4.02M 0.01% 175

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's ACH Position: Q2 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Accendra Health (ACH) in Q2 2025, closing a stake of 68 shares — an estimated $614 sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in ACH in Q1 2015 and held it in 22 quarters. The position peaked at $7.29M in Q1 2017. 234 funds tracked by Wall St. Rank hold ACH as of Q2 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Accendra Health position as of Q2 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 68 Accendra Health shares in Q2 2025, an estimated $614.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Accendra Health in Q1 2015 and held it in 22 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Accendra Health position peaked at $7.29M in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Accendra Health as of Q2 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2025, filed 12 Aug 2025.