EWM
ACH

Empirical Wealth Management’s Accendra Health ACH Stock Holding History

Empirical Wealth Management’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
2025
Q3 		– Sell
-42,485
Closed -$387K – 833
2025
Q2 		$387K Buy
42,485
+4,817
+13% +$35.5K 0.01% 468
2025
Q1 		$340K Buy
37,668
+11,751
+45% +$124K 0.01% 485
2024
Q4 		$339K Buy
25,917
+6,609
+34% +$88.1K 0.01% 482
2024
Q3 		$303K Buy
+19,308
New +$293K 0.01% 464

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's ACH Position: Q3 2025 in Review

Empirical Wealth Management sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 42,485 shares — an estimated $387K sold.

Empirical Wealth Management first reported a position in ACH in Q3 2024 and held it in 4 quarters. The position peaked at $387K in Q2 2025. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Empirical Wealth Management reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 42,485 Accendra Health shares in Q3 2025, an estimated $387K.
  • Empirical Wealth Management first reported a position in Accendra Health in Q3 2024 and held it in 4 quarters.
  • Empirical Wealth Management's Accendra Health position peaked at $387K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.