Creative Planning’s Accendra Health ACH Stock Holding History

Creative Planning’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 Q2	$45.3K	Buy	+13,245	New	+$41.2K	﹤0.01%	4128
2025 Q4	–	Sell	-74,107	Closed	-$356K	–	4049
2025 Q3	$356K	Buy	74,107 +25,617	+53%	+$163K	﹤0.01%	3014
2025 Q2	$441K	Buy	48,490 +17,812	+58%	+$131K	﹤0.01%	2576
2025 Q1	$277K	Buy	+30,678	New	+$324K	﹤0.01%	2824
2017 Q4	–	Sell	-6,983	Closed	-$204K	–	1980
2017 Q3	$204K	Buy	6,983 +2,962	+74%	+$87.5K	﹤0.01%	1592
2017 Q2	$129K	Buy	4,021 +113	+3%	+$3.71K	﹤0.01%	1798
2017 Q1	$135K	Sell	3,908 -136	-3%	-$4.86K	﹤0.01%	1761
2016 Q4	$143K	Buy	4,044 +3,343	+477%	+$113K	﹤0.01%	1617
2016 Q3	$24K	Buy	701 +401	+134%	+$14K	﹤0.01%	2933
2016 Q2	$11K	Buy	+300	New	+$11.3K	﹤0.01%	3192
2016 Q1	–	Sell	-100	Closed	-$4K	–	4463
2015 Q4	$4K	Buy	+100	New	+$3.62K	﹤0.01%	3799
2015 Q2	–	Sell	-621	Closed	-$21K	–	2401
2015 Q1	$21K	Hold	621	–	–	﹤0.01%	2685
2014 Q4	$22K	Sell	621 -29	-4%	-$977	﹤0.01%	2586
2014 Q3	$21K	Sell	650 -9	-1%	-$306	﹤0.01%	2516
2014 Q2	$22K	Buy	+659	New	+$22.6K	﹤0.01%	2431

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's ACH Position: Q2 2026 in Review

Creative Planning opened a new position in Accendra Health (ACH) in Q2 2026: 13,245 shares worth $45.3K. The stake represents ﹤0.01% of the portfolio and ranks #4128 among its holdings. This is a return to the name: Creative Planning previously reported a position in ACH as recently as Q3 2025.

Creative Planning first reported a position in ACH in Q2 2014 and has held it in 15 quarters since. The position peaked at $441K in Q2 2025. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Creative Planning held 13,245 shares of Accendra Health worth $45.3K as of Q2 2026.
Accendra Health was a new Creative Planning position in Q2 2026.
Accendra Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4128 holding.
Creative Planning first reported a position in Accendra Health in Q2 2014 and has held it in 15 quarters since.
Creative Planning's Accendra Health position peaked at $441K in Q2 2025.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.