Jones Financial Companies’s Accendra Health ACH Stock Holding History

Jones Financial Companies’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	$775	Hold	232	–	–	﹤0.01%	4662
2026 Q1	$485	Hold	232	–	–	﹤0.01%	4493
2025 Q4	$650	Hold	232	–	–	﹤0.01%	4112
2025 Q3	$1.11K	Buy	232 +199	+603%	+$1.27K	﹤0.01%	3865
2025 Q2	$293	Buy	+33	New	+$243	﹤0.01%	3873
2025 Q1	–	Sell	-432	Closed	-$5.64K	–	3815
2024 Q4	$5.64K	Hold	432	–	–	﹤0.01%	2719
2024 Q3	$6.99K	Buy	+432	New	+$6.54K	﹤0.01%	2349

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

Jones Financial Companies's ACH Position: Q2 2026 in Review

Jones Financial Companies held its Accendra Health (ACH) position steady in Q2 2026 at 232 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #4662.

Jones Financial Companies first reported a position in ACH in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.99K in Q3 2024. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Jones Financial Companies held 232 shares of Accendra Health worth $775 as of Q2 2026.
Jones Financial Companies left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4662 holding.
Jones Financial Companies first reported a position in Accendra Health in Q3 2024 and has held it in 7 quarters since.
Jones Financial Companies's Accendra Health position peaked at $6.99K in Q3 2024.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.