Heritage Wealth Advisors’s Accendra Health ACH Stock Holding History

Heritage 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	$160K	Hold	46,894	–	–	0.01%	231
2026 Q1	$107K	Hold	46,894	–	–	﹤0.01%	249
2025 Q4	$131K	Hold	46,894	–	–	0.01%	248
2025 Q3	$225K	Hold	46,894	–	–	0.01%	196
2025 Q2	$427K	Hold	46,894	–	–	0.02%	146
2025 Q1	$423K	Hold	46,894	–	–	0.02%	141
2024 Q4	$613K	Hold	46,894	–	–	0.03%	120
2024 Q3	$736K	Hold	46,894	–	–	0.03%	110
2024 Q2	$633K	Hold	46,894	–	–	0.03%	118
2024 Q1	$1.3M	Hold	46,894	–	–	0.06%	73
2023 Q4	$904K	Sell	46,894 -1,106	-2%	-$20K	0.04%	89
2023 Q3	$776K	Hold	48,000	–	–	0.04%	95
2023 Q2	$914K	Hold	48,000	–	–	0.05%	87
2023 Q1	$698K	Hold	48,000	–	–	0.04%	99
2022 Q4	$937K	Hold	48,000	–	–	0.05%	85
2022 Q3	$1.16M	Hold	48,000	–	–	0.08%	67
2022 Q2	$1.51M	Sell	48,000 -2,000	-4%	-$72.4K	0.11%	57
2022 Q1	$2.2M	Hold	50,000	–	–	0.12%	55
2021 Q4	$2.17M	Sell	50,000 -150,000	-75%	-$5.88M	0.12%	60
2021 Q3	$6.26M	Hold	200,000	–	–	0.38%	37
2021 Q2	$8.47M	Hold	200,000	–	–	0.52%	33
2021 Q1	$7.52M	Buy	200,000 +150,000	+300%	+$4.69M	0.45%	32
2020 Q4	$1.35M	Hold	50,000	–	–	0.08%	77
2020 Q3	$1.26M	Buy	50,000 +20,000	+67%	+$292K	0.16%	53
2020 Q2	$229K	Buy	+30,000	New	+$220K	0.03%	134

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

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

Heritage Wealth Advisors held its Accendra Health (ACH) position steady in Q2 2026 at 46,894 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #231.

Heritage Wealth Advisors first reported a position in ACH in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.47M in Q2 2021. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Heritage Wealth Advisors held 46,894 shares of Accendra Health worth $160K as of Q2 2026.
Heritage Wealth Advisors left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Heritage Wealth Advisors first reported a position in Accendra Health in Q2 2020 and has held it in 25 quarters since.
Heritage Wealth Advisors's Accendra Health position peaked at $8.47M in Q2 2021.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.