Clearstead Advisors’s Accendra Health ACH Stock Holding History

Clearstead Advisors’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	-182	Closed	-$1.66K	–	3198
2025 Q2	$1.66K	Buy	+182	New	+$1.34K	﹤0.01%	2361

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's ACH Position: Q3 2025 in Review

Clearstead Advisors sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 182 shares — an estimated $1.66K sold.

Clearstead Advisors first reported a position in ACH in Q2 2025 and held it in 1 quarter. The position peaked at $1.66K in Q2 2025. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

Clearstead Advisors reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 182 Accendra Health shares in Q3 2025, an estimated $1.66K.
Clearstead Advisors first reported a position in Accendra Health in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's Accendra Health position peaked at $1.66K in Q2 2025.
202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.