Envestnet Asset Management’s Accendra Health ACH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-36,232
| Closed | -$330K | – | 4627 |
|
|
2025
Q2 | $330K | Buy |
+36,232
| New | +$267K | ﹤0.01% | 3966 |
|
|
2024
Q3 | – | Sell |
-11,735
| Closed | -$158K | – | 4288 |
|
|
2024
Q2 | $158K | Buy |
11,735
+59
| +0.5% | +$1.21K | ﹤0.01% | 3988 |
|
|
2024
Q1 | $324K | Buy |
+11,676
| New | +$259K | ﹤0.01% | 3683 |
|
|
2022
Q4 | – | Sell |
-8,650
| Closed | -$208K | – | 4023 |
|
|
2022
Q3 | $208K | Sell |
8,650
-1,491
| -15% | -$45.9K | ﹤0.01% | 3564 |
|
|
2022
Q2 | $319K | Sell |
10,141
-3,575
| -26% | -$130K | ﹤0.01% | 3321 |
|
|
2022
Q1 | $604K | Sell |
13,716
-340
| -2% | -$14.6K | ﹤0.01% | 3010 |
|
|
2021
Q4 | $611K | Buy |
14,056
+4,810
| +52% | +$189K | ﹤0.01% | 2946 |
|
|
2021
Q3 | $289K | Buy |
9,246
+2,767
| +43% | +$109K | ﹤0.01% | 3311 |
|
|
2021
Q2 | $274K | Buy |
+6,479
| New | +$252K | ﹤0.01% | 3339 |
|
|
2019
Q1 | – | Sell |
-16,534
| Closed | -$105K | – | 3009 |
|
|
2018
Q4 | $105K | Buy |
+16,534
| New | +$172K | ﹤0.01% | 2775 |
|
|
2018
Q3 | – | Sell |
-106
| Closed | -$2K | – | 2176 |
|
|
2018
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 2748 |
|
|
2018
Q1 | $2K | Sell |
106
-338
| -76% | -$6.03K | ﹤0.01% | 2717 |
|
|
2017
Q4 | $9K | Buy |
444
+110
| +33% | +$2.44K | ﹤0.01% | 2656 |
|
|
2017
Q3 | $10K | Sell |
334
-15,593
| -98% | -$460K | ﹤0.01% | 2601 |
|
|
2017
Q2 | $514K | Sell |
15,927
-2,641
| -14% | -$86.7K | ﹤0.01% | 1472 |
|
|
2017
Q1 | $643K | Sell |
18,568
-1,393
| -7% | -$49.7K | ﹤0.01% | 1409 |
|
|
2016
Q4 | $704K | Sell |
19,961
-612
| -3% | -$20.7K | ﹤0.01% | 1341 |
|
|
2016
Q3 | $715K | Sell |
20,573
-358
| -2% | -$12.5K | ﹤0.01% | 1394 |
|
|
2016
Q2 | $782K | Sell |
20,931
-583
| -3% | -$21.9K | ﹤0.01% | 1440 |
|
|
2016
Q1 | $870K | Buy |
21,514
+1,979
| +10% | +$73.7K | ﹤0.01% | 1384 |
|
|
2015
Q4 | $703K | Buy |
19,535
+1,043
| +6% | +$37.7K | ﹤0.01% | 1455 |
|
|
2015
Q3 | $591K | Buy |
18,492
+1,954
| +12% | +$66.5K | ﹤0.01% | 1515 |
|
|
2015
Q2 | $562K | Buy |
16,538
+272
| +2% | +$9.16K | ﹤0.01% | 1660 |
|
|
2015
Q1 | $550K | Buy |
+16,266
| New | +$567K | ﹤0.01% | 1526 |
|
|
2014
Q4 | – | Sell |
-52
| Closed | -$2K | – | 2655 |
|
|
2014
Q3 | $2K | Sell |
52
-865
| -94% | -$29.4K | ﹤0.01% | 2522 |
|
|
2014
Q2 | $31K | Buy |
917
+131
| +17% | +$4.49K | ﹤0.01% | 1612 |
|
|
2014
Q1 | $28K | Sell |
786
-26
| -3% | -$917 | ﹤0.01% | 1564 |
|
|
2013
Q4 | $30K | Buy |
812
+60
| +8% | +$2.2K | ﹤0.01% | 1391 |
|
|
2013
Q3 | $26K | Buy |
752
+11
| +1% | +$385 | ﹤0.01% | 1396 |
|
|
2013
Q2 | $25K | Buy |
+741
| New | +$24.6K | ﹤0.01% | 1367 |
|
Other funds holding ACH
CCM
ICM
PCMI
Envestnet Asset Management's ACH Position: Q3 2025 in Review
Envestnet Asset Management sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 36,232 shares — an estimated $330K sold.
Envestnet Asset Management first reported a position in ACH in Q2 2013 and held it in 30 quarters. The position peaked at $870K in Q1 2016. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.
- Envestnet Asset Management reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
- Envestnet Asset Management sold 36,232 Accendra Health shares in Q3 2025, an estimated $330K.
- Envestnet Asset Management first reported a position in Accendra Health in Q2 2013 and held it in 30 quarters.
- Envestnet Asset Management's Accendra Health position peaked at $870K in Q1 2016.
- 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.
Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.