Creative Planning
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Creative Planning’s Acadia Healthcare ACHC Stock Holding History

Creative Planning’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.49M Sell
118,110
-10,788
-8% -$277K ﹤0.01% 1672
2026
Q1 		$3.01M Buy
128,898
+106,542
+477% +$1.93M ﹤0.01% 1571
2025
Q4 		$317K Sell
22,356
-15,877
-42% -$300K ﹤0.01% 3202
2025
Q3 		$947K Buy
38,233
+2,088
+6% +$46.6K ﹤0.01% 2159
2025
Q2 		$820K Buy
+36,145
New +$857K ﹤0.01% 2024
2025
Q1 		– Sell
-23,000
Closed -$912K – 3458
2024
Q4 		$912K Buy
+23,000
New +$1.04M ﹤0.01% 1711
2024
Q2 		– Sell
-2,743
Closed -$217K – 3067
2024
Q1 		$217K Buy
+2,743
New +$224K ﹤0.01% 2511
2023
Q2 		– Sell
-1
Closed -$73 – 2648
2023
Q1 		$73 Buy
+1
New +$78 ﹤0.01% 2638
2017
Q3 		– Sell
-1,652
Closed -$82K – 1894
2017
Q2 		$82K Buy
1,652
+75
+5% +$3.32K ﹤0.01% 2133
2017
Q1 		$69K Buy
1,577
+94
+6% +$3.81K ﹤0.01% 2224
2016
Q4 		$49K Buy
1,483
+1,230
+486% +$47.7K ﹤0.01% 2401
2016
Q3 		$13K Hold
253
– – ﹤0.01% 3309
2016
Q2 		$14K Buy
253
+52
+26% +$3.04K ﹤0.01% 3010
2016
Q1 		$11K Hold
201
– – ﹤0.01% 3148
2015
Q4 		$13K Hold
201
– – ﹤0.01% 3101
2015
Q3 		$13K Buy
+201
New +$15.5K ﹤0.01% 3020
2015
Q2 		– Sell
-201
Closed -$14K – 1118
2015
Q1 		$14K Sell
201
-117
-37% -$7.5K ﹤0.01% 2963
2014
Q4 		$19K Buy
+318
New +$18.5K ﹤0.01% 2675
2014
Q1 		– Sell
-87
Closed -$4K – 3610
2013
Q4 		$4K Buy
87
+82
+1,640% +$3.56K ﹤0.01% 2888
2013
Q3 		$0 Sell
5
-470
-99% -$17.4K ﹤0.01% 3195
2013
Q2 		$16K Buy
+475
New +$15.4K ﹤0.01% 2046

Other funds holding ACHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Creative Planning's ACHC Position: Q2 2026 in Review

Creative Planning reduced its Acadia Healthcare (ACHC) stake by 8.4% in Q2 2026, selling an estimated $277K and leaving 118,110 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Creative Planning first reported a position in ACHC in Q2 2013 and has held it in 21 quarters since. 314 funds tracked by Wall St. Rank hold ACHC as of Q2 2026.

  • Creative Planning held 118,110 shares of Acadia Healthcare worth $3.49M as of Q2 2026.
  • Creative Planning sold 10,788 Acadia Healthcare shares in Q2 2026, an estimated $277K.
  • Acadia Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1672 holding.
  • Creative Planning first reported a position in Acadia Healthcare in Q2 2013 and has held it in 21 quarters since.
  • 314 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2026.

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