Farther Finance Advisors’s Accolade Inc ACCD Stock Holding History

Farther Finance 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	-422	Closed	-$2.95K	–	4706
2025 Q1	$2.95K	Buy	422 +417	+8,340%	+$2.79K	﹤0.01%	3241
2024 Q4	$17	Sell	5 -5	-50%	-$18	﹤0.01%	3943
2024 Q3	$39	Sell	10 -17	-63%	-$67	﹤0.01%	3885
2024 Q2	$96	Sell	27 -16	-37%	-$121	﹤0.01%	3606
2024 Q1	$436	Buy	43 +10	+30%	+$114	﹤0.01%	3060
2023 Q4	$396	Buy	+33	New	+$283	﹤0.01%	3051

Other funds holding ACCD

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

Farther Finance Advisors's ACCD Position: Q2 2025 in Review

Farther Finance Advisors sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 422 shares — an estimated $2.95K sold.

Farther Finance Advisors first reported a position in ACCD in Q4 2023 and held it in 6 quarters. The position peaked at $2.95K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Farther Finance Advisors reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Farther Finance Advisors sold 422 Accolade Inc shares in Q2 2025, an estimated $2.95K.
Farther Finance Advisors first reported a position in Accolade Inc in Q4 2023 and held it in 6 quarters.
Farther Finance Advisors's Accolade Inc position peaked at $2.95K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.