BWL
ACHC icon

Bogart Wealth LLC’s Acadia Healthcare ACHC Stock Holding History

Bogart Wealth LLC’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
2025
Q3 		– Sell
-23
Closed -$522 – 1529
2025
Q2 		$522 Buy
+23
New +$545 ﹤0.01% 1338

Other funds holding ACHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Bogart Wealth LLC's ACHC Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Acadia Healthcare (ACHC) in Q3 2025, closing a stake of 23 shares — an estimated $522 sold.

Bogart Wealth LLC first reported a position in ACHC in Q2 2025 and held it in 1 quarter. The position peaked at $522 in Q2 2025. 270 funds tracked by Wall St. Rank hold ACHC as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Acadia Healthcare position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 23 Acadia Healthcare shares in Q3 2025, an estimated $522.
  • Bogart Wealth LLC first reported a position in Acadia Healthcare in Q2 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Acadia Healthcare position peaked at $522 in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.