Commonwealth Equity Services
ACH

Commonwealth Equity Services’s Accendra Health ACH Stock Holding History

Commonwealth Equity Services’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
2026
Q1 		– Sell
-11,790
Closed -$33K – 4411
2025
Q4 		$33K Buy
+11,790
New +$42.1K ﹤0.01% 4213
2023
Q1 		– Sell
-56,772
Closed -$1.11M – 3834
2022
Q4 		$1.11M Buy
56,772
+11,607
+26% +$226K ﹤0.01% 1903
2022
Q3 		$1.09M Sell
45,165
-1,594
-3% -$49.1K ﹤0.01% 1838
2022
Q2 		$1.47M Sell
46,759
-1,100
-2% -$39.8K ﹤0.01% 1614
2022
Q1 		$2.11M Sell
47,859
-6,318
-12% -$271K ﹤0.01% 1474
2021
Q4 		$2.36M Sell
54,177
-6,220
-10% -$244K 0.01% 1393
2021
Q3 		$1.89M Sell
60,397
-3,916
-6% -$154K ﹤0.01% 1466
2021
Q2 		$2.72M Sell
64,313
-11,887
-16% -$462K 0.01% 1226
2021
Q1 		$2.86M Sell
76,200
-50,235
-40% -$1.57M 0.01% 1094
2020
Q4 		$3.42M Sell
126,435
-39,946
-24% -$1.03M 0.01% 919
2020
Q3 		$4.18M Sell
166,381
-11,245
-6% -$164K 0.01% 717
2020
Q2 		$1.35M Buy
177,626
+2,547
+1% +$18.6K 0.01% 1242
2020
Q1 		$1.6M Buy
175,079
+4,503
+3% +$27.2K 0.01% 1007
2019
Q4 		$881K Sell
170,576
-8,722
-5% -$56K ﹤0.01% 1508
2019
Q3 		$1.04M Sell
179,298
-530
-0.3% -$2.38K ﹤0.01% 1347
2019
Q2 		$575K Sell
179,828
-1,769
-1% -$6.03K ﹤0.01% 1699
2019
Q1 		$744K Sell
181,597
-19,001
-9% -$120K ﹤0.01% 1496
2018
Q4 		$1.27M Sell
200,598
-66,036
-25% -$685K 0.01% 1064
2018
Q3 		$4.4M Buy
266,634
+3,234
+1% +$55K 0.02% 582
2018
Q2 		$4.4M Buy
263,400
+26,397
+11% +$427K 0.02% 555
2018
Q1 		$3.69M Buy
237,003
+165,713
+232% +$2.95M 0.02% 592
2017
Q4 		$1.35M Sell
71,290
-7,780
-10% -$173K 0.01% 1065
2017
Q3 		$2.31M Sell
79,070
-6,578
-8% -$194K 0.01% 736
2017
Q2 		$2.76M Buy
85,648
+1,709
+2% +$56.1K 0.02% 634
2017
Q1 		$2.9M Buy
83,939
+957
+1% +$34.2K 0.02% 585
2016
Q4 		$2.93M Buy
82,982
+12,499
+18% +$422K 0.02% 561
2016
Q3 		$2.45M Buy
70,483
+5,769
+9% +$202K 0.02% 596
2016
Q2 		$2.42M Buy
+64,714
New +$2.43M 0.02% 575
2016
Q1 		– Sell
-62,997
Closed -$2.27M – 2248
2015
Q4 		$2.27M Buy
62,997
+605
+1% +$21.9K 0.02% 578
2015
Q3 		$1.99M Buy
+62,392
New +$2.12M 0.02% 597
2014
Q4 		– Sell
-42,114
Closed -$1.38M – 2139
2014
Q3 		$1.38M Buy
42,114
+3,362
+9% +$114K 0.02% 710
2014
Q2 		$1.32M Buy
38,752
+6,113
+19% +$209K 0.02% 727
2014
Q1 		$1.14M Buy
32,639
+27,089
+488% +$956K 0.02% 732
2013
Q4 		$203K Sell
5,550
-22,301
-80% -$818K ﹤0.01% 1691
2013
Q3 		$963K Buy
27,851
+5,702
+26% +$200K 0.02% 747
2013
Q2 		$749K Buy
+22,149
New +$735K 0.01% 820

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services's ACH Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Accendra Health (ACH) in Q1 2026, closing a stake of 11,790 shares — an estimated $33K sold.

Commonwealth Equity Services first reported a position in ACH in Q2 2013 and held it in 36 quarters. The position peaked at $4.4M in Q3 2018. 142 funds tracked by Wall St. Rank hold ACH as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Accendra Health position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,790 Accendra Health shares in Q1 2026, an estimated $33K.
  • Commonwealth Equity Services first reported a position in Accendra Health in Q2 2013 and held it in 36 quarters.
  • Commonwealth Equity Services's Accendra Health position peaked at $4.4M in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Accendra Health as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.