Cerity Partners
ACH

Cerity Partners’s Accendra Health ACH Stock Holding History

Cerity Partners’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
Q3 		– Sell
-11,050
Closed -$101K – 2829
2025
Q2 		$101K Buy
+11,050
New +$81.4K ﹤0.01% 2477
2024
Q2 		– Sell
-15,449
Closed -$428K – 2351
2024
Q1 		$428K Sell
15,449
-85,941
-85% -$1.91M ﹤0.01% 1671
2023
Q4 		$1.95M Buy
101,390
+3,383
+3% +$61.3K 0.01% 781
2023
Q3 		$1.58M Sell
98,007
-10,452
-10% -$186K 0.01% 636
2023
Q2 		$2.06M Buy
108,459
+92,035
+560% +$1.64M 0.01% 725
2023
Q1 		$1.02M Sell
16,424
-4,726
-22% -$84.7K ﹤0.01% 965
2022
Q4 		$413K Buy
21,150
+10,082
+91% +$197K ﹤0.01% 1025
2022
Q3 		$266K Buy
+11,068
New +$341K ﹤0.01% 947
2018
Q2 		– Sell
-20,084
Closed -$312K – 575
2018
Q1 		$312K Buy
20,084
+128
+0.6% +$2.28K 0.02% 423
2017
Q4 		$377K Buy
19,956
+40
+0.2% +$887 0.03% 391
2017
Q3 		$582K Sell
19,916
-6,541
-25% -$193K 0.04% 297
2017
Q2 		$1.08M Buy
26,457
+6,326
+31% +$208K 0.09% 167
2017
Q1 		$697K Buy
+20,131
New +$719K 0.06% 224

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners's ACH Position: Q3 2025 in Review

Cerity Partners sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 11,050 shares — an estimated $101K sold.

Cerity Partners first reported a position in ACH in Q1 2017 and held it in 13 quarters. The position peaked at $2.06M in Q2 2023. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Cerity Partners reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 11,050 Accendra Health shares in Q3 2025, an estimated $101K.
  • Cerity Partners first reported a position in Accendra Health in Q1 2017 and held it in 13 quarters.
  • Cerity Partners's Accendra Health position peaked at $2.06M in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.