Cerity Partners’s Accolade Inc ACCD Stock Holding History

Cerity Partners’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-31,179	Closed	-$218K	–	2785
2025 Q1	$218K	Sell	31,179 -28,194	-47%	-$189K	﹤0.01%	2175
2024 Q4	$203K	Buy	59,373 +5,987	+11%	+$21.3K	﹤0.01%	2235
2024 Q3	$206K	Buy	53,386 +7,351	+16%	+$28.8K	﹤0.01%	2308
2024 Q2	$165K	Buy	46,035 +1,593	+4%	+$12.1K	﹤0.01%	2057
2024 Q1	$466K	Buy	44,442 +385	+0.9%	+$4.38K	﹤0.01%	1628
2023 Q4	$529K	Hold	44,057	–	–	﹤0.01%	1250
2023 Q3	$466K	Buy	+44,057	New	+$578K	﹤0.01%	1000

Other funds holding ACCD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners's ACCD Position: Q2 2025 in Review

Cerity Partners sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 31,179 shares — an estimated $218K sold.

Cerity Partners first reported a position in ACCD in Q3 2023 and held it in 7 quarters. The position peaked at $529K in Q4 2023. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Cerity Partners reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 31,179 Accolade Inc shares in Q2 2025, an estimated $218K.
Cerity Partners first reported a position in Accolade Inc in Q3 2023 and held it in 7 quarters.
Cerity Partners's Accolade Inc position peaked at $529K in Q4 2023.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.