Johnson Financial Group LLC (Colorado)’s Accolade Inc ACCD Stock Holding History

Johnson Financial Group LLC (Colorado)’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	-317,026	Closed	-$2.21M	–	105
2025 Q1	$2.21M	Sell	317,026 -109,589	-26%	-$734K	0.23%	23
2024 Q4	$1.46M	Hold	426,615	–	–	0.17%	22
2024 Q3	$1.64M	Buy	+426,615	New	+$1.67M	0.2%	17

Other funds holding ACCD

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

Johnson Financial Group LLC (Colorado)'s ACCD Position: Q2 2025 in Review

Johnson Financial Group LLC (Colorado) sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 317,026 shares — an estimated $2.21M sold.

Johnson Financial Group LLC (Colorado) first reported a position in ACCD in Q3 2024 and held it in 3 quarters. The position peaked at $2.21M in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Johnson Financial Group LLC (Colorado) reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 317,026 Accolade Inc shares in Q2 2025, an estimated $2.21M.
Johnson Financial Group LLC (Colorado) first reported a position in Accolade Inc in Q3 2024 and held it in 3 quarters.
Johnson Financial Group LLC (Colorado)'s Accolade Inc position peaked at $2.21M in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2025, filed 11 Aug 2025.