IFP Advisors’s Accolade Inc ACCD Stock Holding History

IFP 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	-50	Closed	-$349	–	5051
2025 Q1	$349	Hold	50	–	–	﹤0.01%	3539
2024 Q4	$171	Buy	+50	New	+$178	﹤0.01%	3818
2023 Q1	–	Sell	-5	Closed	-$1K	–	4508
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	4532
2022 Q3	$1K	Buy	+5	New	+$54	﹤0.01%	4721
2021 Q2	–	Sell	-300	Closed	-$14.6K	–	3272
2021 Q1	$14K	Buy	+300	New	+$14.4K	﹤0.01%	2011
2020 Q4	–	Sell	-260	Closed	-$11.5K	–	3125
2020 Q3	$10K	Buy	+260	New	+$8.96K	﹤0.01%	1918

Other funds holding ACCD

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

IFP Advisors's ACCD Position: Q2 2025 in Review

IFP Advisors sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 50 shares — an estimated $349 sold.

IFP Advisors first reported a position in ACCD in Q3 2020 and held it in 6 quarters. The position peaked at $14K in Q1 2021. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

IFP Advisors reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 50 Accolade Inc shares in Q2 2025, an estimated $349.
IFP Advisors first reported a position in Accolade Inc in Q3 2020 and held it in 6 quarters.
IFP Advisors's Accolade Inc position peaked at $14K in Q1 2021.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.