EverSource Wealth Advisors’s Accendra Health ACH Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$1.3K	Sell	381 -17	-4%	-$53	﹤0.01%	3876
2026 Q1	$907	Sell	398 -382	-49%	-$880	﹤0.01%	3888
2025 Q4	$2.18K	Buy	780 +354	+83%	+$1.26K	﹤0.01%	3472
2025 Q3	$2.04K	Sell	426 -836	-66%	-$5.32K	﹤0.01%	3506
2025 Q2	$11.5K	Sell	1,262 -8	-0.6%	-$59	﹤0.01%	2719
2025 Q1	$11.5K	Buy	+1,270	New	+$13.4K	﹤0.01%	2035
2024 Q4	–	Sell	-16	Closed	-$251	–	3794
2024 Q3	$251	Buy	+16	New	+$242	﹤0.01%	2943
2024 Q2	–	Sell	-284	Closed	-$7.03K	–	3121
2024 Q1	$7.03K	Buy	284 +45	+19%	+$999	﹤0.01%	1867
2023 Q4	$4.61K	Buy	+239	New	+$4.33K	﹤0.01%	1892
2023 Q3	–	Sell	-387	Closed	-$7.37K	–	2616
2023 Q2	$7.37K	Buy	387 +211	+120%	+$3.76K	﹤0.01%	1577
2023 Q1	$2.56K	Sell	176 -204	-54%	-$3.65K	﹤0.01%	1860
2022 Q4	$7.42K	Buy	+380	New	+$7.41K	﹤0.01%	1450
2022 Q3	–	Sell	-202	Closed	-$6K	–	2083
2022 Q2	$6K	Sell	202 -349	-63%	-$12.6K	﹤0.01%	1213
2022 Q1	$24K	Sell	551 -85	-13%	-$3.65K	0.01%	639
2021 Q4	$28K	Buy	+636	New	+$24.9K	0.01%	559

Other funds holding ACH

CCM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

ICM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

PCMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's ACH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Accendra Health (ACH) stake by 4.3% in Q2 2026, selling an estimated $53 and leaving 381 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3876.

EverSource Wealth Advisors first reported a position in ACH in Q4 2021 and has held it in 15 quarters since. The position peaked at $28K in Q4 2021. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

EverSource Wealth Advisors held 381 shares of Accendra Health worth $1.3K as of Q2 2026.
EverSource Wealth Advisors sold 17 Accendra Health shares in Q2 2026, an estimated $53.
Accendra Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3876 holding.
EverSource Wealth Advisors first reported a position in Accendra Health in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's Accendra Health position peaked at $28K in Q4 2021.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.