Empowered Funds’s Accendra Health ACH Stock Holding History

Empowered Funds’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 Q4	–	Sell	-716,184	Closed	-$3.44M	–	1632
2025 Q3	$3.44M	Buy	716,184 +340,676	+91%	+$2.17M	0.03%	632
2025 Q2	$3.42M	Buy	375,508 +9,874	+3%	+$72.8K	0.04%	583
2025 Q1	$3.3M	Buy	365,634 +10,613	+3%	+$112K	0.05%	510
2024 Q4	$4.64M	Buy	355,021 +17,255	+5%	+$230K	0.07%	398
2024 Q3	$5.3M	Buy	337,766 +17,152	+5%	+$260K	0.08%	345
2024 Q2	$4.33M	Buy	320,614 +23,040	+8%	+$472K	0.07%	371
2024 Q1	$8.25M	Buy	297,574 +22,509	+8%	+$500K	0.15%	165
2023 Q4	$5.3M	Buy	275,065 +24,853	+10%	+$450K	0.13%	218
2023 Q3	$4.04M	Buy	250,212 +20,540	+9%	+$365K	0.12%	231
2023 Q2	$4.37M	Buy	+229,672	New	+$4.1M	0.15%	165

Other funds holding ACH

CCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

ICM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCMI

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

Empowered Funds's ACH Position: Q4 2025 in Review

Empowered Funds sold out of Accendra Health (ACH) in Q4 2025, closing a stake of 716,184 shares — an estimated $3.44M sold.

Empowered Funds first reported a position in ACH in Q2 2023 and held it in 10 quarters. The position peaked at $8.25M in Q1 2024. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

Empowered Funds reported no remaining Accendra Health position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 716,184 Accendra Health shares in Q4 2025, an estimated $3.44M.
Empowered Funds first reported a position in Accendra Health in Q2 2023 and held it in 10 quarters.
Empowered Funds's Accendra Health position peaked at $8.25M in Q1 2024.
168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.