HWA
ACH

Heartwood Wealth Advisors’s Accendra Health ACH Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-1,000
Closed -$4.8K – 480
2025
Q3 		$4.8K Buy
+1,000
New +$6.36K ﹤0.01% 420
2024
Q2 		– Sell
-9,394
Closed -$260K – 177
2024
Q1 		$260K Buy
+9,394
New +$209K 0.03% 124

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
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

Heartwood Wealth Advisors's ACH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Accendra Health (ACH) in Q4 2025, closing a stake of 1,000 shares — an estimated $4.8K sold.

Heartwood Wealth Advisors first reported a position in ACH in Q1 2024 and held it in 2 quarters. The position peaked at $260K in Q1 2024. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Accendra Health position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,000 Accendra Health shares in Q4 2025, an estimated $4.8K.
  • Heartwood Wealth Advisors first reported a position in Accendra Health in Q1 2024 and held it in 2 quarters.
  • Heartwood Wealth Advisors's Accendra Health position peaked at $260K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.