Capital Advisors Ltd’s Accendra Health ACH Stock Holding History

Capital Advisors Ltd’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
2026 Q2	$0	Hold	30	–	–	﹤0.01%	1524
2026 Q1	$0	Hold	30	–	–	﹤0.01%	1536
2025 Q4	$0	Buy	30 +21	+233%	+$75	﹤0.01%	1511
2025 Q3	$0	Buy	+9	New	+$57	﹤0.01%	1504
2024 Q4	–	Sell	-24	Closed	–	–	1519
2024 Q3	$0	Hold	24	–	–	﹤0.01%	1547
2024 Q2	$0	Hold	24	–	–	﹤0.01%	1575
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	1239
2023 Q4	$0	Sell	24 -7	-23%	-$127	﹤0.01%	1433
2023 Q3	$1K	Buy	31 +7	+29%	+$124	﹤0.01%	1183
2023 Q2	$0	Buy	24 +3	+14%	+$54	﹤0.01%	1472
2023 Q1	$0	Buy	+21	New	+$376	﹤0.01%	1457

Other funds holding ACH

CCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ICM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

PCMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Advisors Ltd's ACH Position: Q2 2026 in Review

Capital Advisors Ltd held its Accendra Health (ACH) position steady in Q2 2026 at 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Capital Advisors Ltd first reported a position in ACH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1K in Q1 2024. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Capital Advisors Ltd held 30 shares of Accendra Health worth $0 as of Q2 2026.
Capital Advisors Ltd left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1524 holding.
Capital Advisors Ltd first reported a position in Accendra Health in Q1 2023 and has held it in 11 quarters since.
Capital Advisors Ltd's Accendra Health position peaked at $1K in Q1 2024.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.