EverSource Wealth Advisors’s Accolade Inc ACCD Stock Holding History

EverSource Wealth Advisors’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	-426	Closed	-$2.97K	–	4403
2025 Q1	$2.97K	Buy	426 +210	+97%	+$1.41K	﹤0.01%	2735
2024 Q4	$739	Buy	+216	New	+$767	﹤0.01%	3067
2023 Q1	–	Sell	-294	Closed	-$2.29K	–	2557
2022 Q4	$2.29K	Hold	294	–	–	﹤0.01%	1865
2022 Q3	$3K	Hold	294	–	–	﹤0.01%	1605
2022 Q2	$2K	Buy	+294	New	+$2.57K	﹤0.01%	1593

Other funds holding ACCD

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

EverSource Wealth Advisors's ACCD Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 426 shares — an estimated $2.97K sold.

EverSource Wealth Advisors first reported a position in ACCD in Q2 2022 and held it in 5 quarters. The position peaked at $3K in Q3 2022. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

EverSource Wealth Advisors reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 426 Accolade Inc shares in Q2 2025, an estimated $2.97K.
EverSource Wealth Advisors first reported a position in Accolade Inc in Q2 2022 and held it in 5 quarters.
EverSource Wealth Advisors's Accolade Inc position peaked at $3K in Q3 2022.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.