Global Retirement Partners’s Accendra Health ACH Stock Holding History

Global Retirement Partners’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
2025 Q4	–	Sell	-1,500	Closed	-$7.2K	–	4364
2025 Q3	$7.2K	Hold	1,500	–	–	﹤0.01%	2831
2025 Q2	$13.7K	Buy	+1,500	New	+$11.1K	﹤0.01%	2461
2024 Q4	$2.72K	Sell	208 -277	-57%	-$3.69K	﹤0.01%	2963
2024 Q3	$7.61K	Hold	485	–	–	﹤0.01%	2396
2024 Q2	$6.55K	Hold	485	–	–	﹤0.01%	2484
2024 Q1	$13.4K	Hold	485	–	–	﹤0.01%	1987
2023 Q4	$8.94K	Buy	+485	New	+$8.78K	﹤0.01%	2111
2022 Q4	–	Sell	-11	Closed	–	–	3071
2022 Q3	$0	Sell	11 -29	-73%	-$894	﹤0.01%	2893
2022 Q2	$1K	Buy	40 +5	+14%	+$181	﹤0.01%	2504
2022 Q1	$1K	Buy	+35	New	+$1.5K	﹤0.01%	2469

Other funds holding ACH

CCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

ICM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCMI

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

Global Retirement Partners's ACH Position: Q4 2025 in Review

Global Retirement Partners sold out of Accendra Health (ACH) in Q4 2025, closing a stake of 1,500 shares — an estimated $7.2K sold.

Global Retirement Partners first reported a position in ACH in Q1 2022 and held it in 10 quarters. The position peaked at $13.7K in Q2 2025. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

Global Retirement Partners reported no remaining Accendra Health position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 1,500 Accendra Health shares in Q4 2025, an estimated $7.2K.
Global Retirement Partners first reported a position in Accendra Health in Q1 2022 and held it in 10 quarters.
Global Retirement Partners's Accendra Health position peaked at $13.7K in Q2 2025.
168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.