CoreCap Advisors’s Accolade Inc ACCD Stock Holding History

CoreCap Advisors’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	-179	Closed	-$1.25K	–	3334
2025 Q1	$1.25K	Buy	179 +37	+26%	+$248	﹤0.01%	2475
2024 Q4	$486	Buy	+142	New	+$504	﹤0.01%	2517

Other funds holding ACCD

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

CoreCap Advisors's ACCD Position: Q2 2025 in Review

CoreCap Advisors sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 179 shares — an estimated $1.25K sold.

CoreCap Advisors first reported a position in ACCD in Q4 2024 and held it in 2 quarters. The position peaked at $1.25K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

CoreCap Advisors reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 179 Accolade Inc shares in Q2 2025, an estimated $1.25K.
CoreCap Advisors first reported a position in Accolade Inc in Q4 2024 and held it in 2 quarters.
CoreCap Advisors's Accolade Inc position peaked at $1.25K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.