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Capital Advisors Ltd’s Acadia Healthcare ACHC Stock Holding History

Capital Advisors Ltd’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
Q1 		$0 Buy
+11
New +$199 ﹤0.01% 1329
2025
Q2 		– Sell
-271
Closed -$8K – 1308
2025
Q1 		$8K Buy
+271
New +$10.3K ﹤0.01% 817
2024
Q2 		– Sell
-25
Closed -$2K – 1342
2024
Q1 		$2K Sell
25
-1
-4% -$82 ﹤0.01% 1009
2023
Q4 		$2K Buy
+26
New +$1.93K ﹤0.01% 980
2023
Q2 		– Sell
-3
Closed – – 1258
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1171
2022
Q4 		$0 Hold
3
– – ﹤0.01% 1171
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1205
2022
Q2 		$0 Buy
+3
New +$209 ﹤0.01% 956

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
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VPM
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DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM