Cresset Asset Management’s Accolade Inc ACCD Stock Holding History

Cresset Asset Management’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	-82,192	Closed	-$574K	–	1835
2025 Q1	$574K	Buy	82,192 +1,039	+1%	+$6.96K	﹤0.01%	999
2024 Q4	$278K	Buy	81,153 +306	+0.4%	+$1.09K	﹤0.01%	1396
2024 Q3	$311K	Sell	80,847 -891	-1%	-$3.49K	﹤0.01%	1782
2024 Q2	$293K	Sell	81,738 -1,108	-1%	-$8.39K	﹤0.01%	1729
2024 Q1	$868K	Buy	82,846 +863	+1%	+$9.81K	﹤0.01%	1047
2023 Q4	$985K	Buy	81,983 +1,064	+1%	+$9.11K	0.01%	902
2023 Q3	$856K	Hold	80,919	–	–	﹤0.01%	926
2023 Q2	$1.09M	Buy	+80,919	New	+$1.05M	﹤0.01%	901

Other funds holding ACCD

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

Cresset Asset Management's ACCD Position: Q2 2025 in Review

Cresset Asset Management sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 82,192 shares — an estimated $574K sold.

Cresset Asset Management first reported a position in ACCD in Q2 2023 and held it in 8 quarters. The position peaked at $1.09M in Q2 2023. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Cresset Asset Management reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 82,192 Accolade Inc shares in Q2 2025, an estimated $574K.
Cresset Asset Management first reported a position in Accolade Inc in Q2 2023 and held it in 8 quarters.
Cresset Asset Management's Accolade Inc position peaked at $1.09M in Q2 2023.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.