Fairman Group’s Accolade Inc ACCD Stock Holding History

Fairman Group’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	-1,123,112	Closed	-$3.88M	–	261
2025 Q1	$3.88M	Sell	1,123,112 -679,287	-38%	-$4.55M	3.55%	6
2024 Q4	$6.16M	Buy	1,802,399 +665,112	+58%	+$2.36M	5.08%	3
2024 Q3	$4.38M	Hold	1,137,287	–	–	3.95%	6
2024 Q2	$4.07M	Hold	1,137,287	–	–	4.14%	5
2024 Q1	$11.9M	Sell	1,137,287 -40,000	-3%	-$455K	11.26%	3
2023 Q4	$14.1M	Buy	+1,177,287	New	+$10.1M	13.52%	2

Other funds holding ACCD

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

Fairman Group's ACCD Position: Q2 2025 in Review

Fairman Group sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 1,123,112 shares — an estimated $3.88M sold.

Fairman Group first reported a position in ACCD in Q4 2023 and held it in 6 quarters. The position peaked at $14.1M in Q4 2023. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Fairman Group reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Fairman Group sold 1,123,112 Accolade Inc shares in Q2 2025, an estimated $3.88M.
Fairman Group first reported a position in Accolade Inc in Q4 2023 and held it in 6 quarters.
Fairman Group's Accolade Inc position peaked at $14.1M in Q4 2023.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Fairman Group's 13F filing for Q2 2025, filed 28 Jul 2025.