ET
ACCD

Equitable Trust’s Accolade Inc ACCD Stock Holding History

Equitable Trust’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
-163,731
Closed -$1.14M – 478
2025
Q1 		$1.14M Buy
163,731
+8,711
+6% +$58.3K 0.06% 203
2024
Q4 		$530K Hold
155,020
– – 0.03% 308
2024
Q3 		$597K Hold
155,020
– – 0.04% 276
2024
Q2 		$555K Hold
155,020
– – 0.04% 277
2024
Q1 		$1.62M Hold
155,020
– – 0.11% 143
2023
Q4 		$1.86M Hold
155,020
– – 0.14% 126
2023
Q3 		$1.64M Hold
155,020
– – 0.14% 127
2023
Q2 		$2.09M Hold
155,020
– – 0.16% 117
2023
Q1 		$2.23M Hold
155,020
– – 0.18% 108
2022
Q4 		$1.21M Hold
155,020
– – 0.1% 163
2022
Q3 		$1.77M Hold
155,020
– – 0.15% 131
2022
Q2 		$1.15M Hold
155,020
– – 0.09% 162
2022
Q1 		$2.72M Hold
155,020
– – 0.17% 114
2021
Q4 		$4.09M Buy
+155,020
New +$5.08M 0.25% 92

Other funds holding ACCD

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

Equitable Trust's ACCD Position: Q2 2025 in Review

Equitable Trust sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 163,731 shares — an estimated $1.14M sold.

Equitable Trust first reported a position in ACCD in Q4 2021 and held it in 14 quarters. The position peaked at $4.09M in Q4 2021. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

  • Equitable Trust reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 163,731 Accolade Inc shares in Q2 2025, an estimated $1.14M.
  • Equitable Trust first reported a position in Accolade Inc in Q4 2021 and held it in 14 quarters.
  • Equitable Trust's Accolade Inc position peaked at $4.09M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.