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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's ACHC Position: Q1 2026 in Review

Creative Planning increased its Acadia Healthcare (ACHC) stake by 477% in Q1 2026, buying an estimated $1.93M and bringing the position to 128,898 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Creative Planning first reported a position in ACHC in Q2 2013 and has held it in 20 quarters since. 295 funds tracked by Wall St. Rank hold ACHC as of Q1 2026.

  • Creative Planning held 128,898 shares of Acadia Healthcare worth $3.01M as of Q1 2026.
  • Creative Planning bought 106,542 Acadia Healthcare shares in Q1 2026, an estimated $1.93M.
  • Acadia Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1571 holding.
  • Creative Planning first reported a position in Acadia Healthcare in Q2 2013 and has held it in 20 quarters since.
  • 295 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.