Creative Planning’s Accolade Inc ACCD Stock Holding History

Creative Planning’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	-26,045	Closed	-$182K	–	3822
2025 Q1	$182K	Buy	+26,045	New	+$174K	﹤0.01%	3107

Other funds holding ACCD

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

Creative Planning's ACCD Position: Q2 2025 in Review

Creative Planning sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 26,045 shares — an estimated $182K sold.

Creative Planning first reported a position in ACCD in Q1 2025 and held it in 1 quarter. The position peaked at $182K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Creative Planning reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 26,045 Accolade Inc shares in Q2 2025, an estimated $182K.
Creative Planning first reported a position in Accolade Inc in Q1 2025 and held it in 1 quarter.
Creative Planning's Accolade Inc position peaked at $182K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.