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	-10,000	Closed	-$34.2K	–	5546
2024 Q4	$34.2K	Buy	+10,000	New	+$35.5K	﹤0.01%	5144

Other funds holding ACCD

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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.