Coldstream Capital Management’s Accolade Inc ACCD Stock Holding History

Coldstream Capital Management’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	-1,415	Closed	-$9.88K	–	3541
2025 Q1	$9.88K	Buy	+1,415	New	+$9.47K	﹤0.01%	2385

Other funds holding ACCD

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

Coldstream Capital Management's ACCD Position: Q2 2025 in Review

Coldstream Capital Management sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 1,415 shares — an estimated $9.88K sold.

Coldstream Capital Management first reported a position in ACCD in Q1 2025 and held it in 1 quarter. The position peaked at $9.88K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Coldstream Capital Management reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,415 Accolade Inc shares in Q2 2025, an estimated $9.88K.
Coldstream Capital Management first reported a position in Accolade Inc in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's Accolade Inc position peaked at $9.88K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.