LPL Financial
ACCD

LPL Financial’s Accolade Inc ACCD Stock Holding History

LPL Financial’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
Q1 		– Sell
-23,201
Closed -$79.3K – 5547
2024
Q4 		$79.3K Buy
23,201
+1,912
+9% +$6.79K ﹤0.01% 5033
2024
Q3 		$82K Buy
+21,289
New +$83.4K ﹤0.01% 4933
2023
Q4 		– Sell
-12,289
Closed -$130K – 4920
2023
Q3 		$130K Buy
12,289
+53
+0.4% +$695 ﹤0.01% 4362
2023
Q2 		$165K Buy
12,236
+138
+1% +$1.79K ﹤0.01% 4209
2023
Q1 		$174K Sell
12,098
-273
-2% -$3.09K ﹤0.01% 4086
2022
Q4 		$96.4K Buy
12,371
+624
+5% +$5.96K ﹤0.01% 4176
2022
Q3 		$134K Buy
+11,747
New +$128K ﹤0.01% 4049

Other funds holding ACCD

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's ACCD Position: Q1 2025 in Review

LPL Financial sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 23,201 shares — an estimated $79.3K sold.

LPL Financial first reported a position in ACCD in Q3 2022 and held it in 7 quarters. The position peaked at $174K in Q1 2023. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • LPL Financial reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 23,201 Accolade Inc shares in Q1 2025, an estimated $79.3K.
  • LPL Financial first reported a position in Accolade Inc in Q3 2022 and held it in 7 quarters.
  • LPL Financial's Accolade Inc position peaked at $174K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.