Bell Investment Advisors’s Accendra Health ACH Stock Holding History

Bell Investment Advisors’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 Q4	–	Sell	-25	Closed	-$120	–	1909
2025 Q3	$120	Hold	25	–	–	﹤0.01%	1857
2025 Q2	$228	Hold	25	–	–	﹤0.01%	1840
2025 Q1	$226	Hold	25	–	–	﹤0.01%	1863
2024 Q4	$327	Hold	25	–	–	﹤0.01%	1850
2024 Q3	$393	Hold	25	–	–	﹤0.01%	1824
2024 Q2	$338	Hold	25	–	–	﹤0.01%	1893
2024 Q1	$693	Hold	25	–	–	﹤0.01%	1711
2023 Q4	$482	Hold	25	–	–	﹤0.01%	1842
2023 Q3	$404	Hold	25	–	–	﹤0.01%	1863
2023 Q2	$476	Hold	25	–	–	﹤0.01%	1870
2023 Q1	$364	Sell	25 -29	-54%	-$519	﹤0.01%	1889
2022 Q4	$1.05K	Buy	54 +34	+170%	+$663	﹤0.01%	1557
2022 Q3	$0	Buy	20 +5	+33%	+$154	﹤0.01%	1881
2022 Q2	$0	Buy	+15	New	+$543	﹤0.01%	1796
2021 Q4	$1K	Buy	+24	New	+$941	﹤0.01%	1537

Other funds holding ACH

CCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

ICM

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Bell Investment Advisors's ACH Position: Q4 2025 in Review

Bell Investment Advisors sold out of Accendra Health (ACH) in Q4 2025, closing a stake of 25 shares — an estimated $120 sold.

Bell Investment Advisors first reported a position in ACH in Q4 2021 and held it in 15 quarters. The position peaked at $1.05K in Q4 2022. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

Bell Investment Advisors reported no remaining Accendra Health position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 25 Accendra Health shares in Q4 2025, an estimated $120.
Bell Investment Advisors first reported a position in Accendra Health in Q4 2021 and held it in 15 quarters.
Bell Investment Advisors's Accendra Health position peaked at $1.05K in Q4 2022.
168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.