LPL Financial’s Accendra Health ACH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $128K | Buy |
37,544
+2,045
| +6% | +$6.36K | ﹤0.01% | 5875 |
|
|
2026
Q1 | $80.9K | Sell |
35,499
-191
| -0.5% | -$440 | ﹤0.01% | 5714 |
|
|
2025
Q4 | $99.9K | Sell |
35,690
-79
| -0.2% | -$282 | ﹤0.01% | 5594 |
|
|
2025
Q3 | $172K | Sell |
35,769
-19,178
| -35% | -$122K | ﹤0.01% | 5396 |
|
|
2025
Q2 | $500K | Buy |
54,947
+7,753
| +16% | +$57.1K | ﹤0.01% | 4398 |
|
|
2025
Q1 | $426K | Sell |
47,194
-1
| -0% | -$11 | ﹤0.01% | 4313 |
|
|
2024
Q4 | $617K | Buy |
+47,195
| New | +$629K | ﹤0.01% | 3907 |
|
|
2024
Q3 | – | Sell |
-10,106
| Closed | -$136K | – | 5260 |
|
|
2024
Q2 | $136K | Buy |
10,106
+982
| +11% | +$20.1K | ﹤0.01% | 4672 |
|
|
2024
Q1 | $253K | Sell |
9,124
-11,739
| -56% | -$261K | ﹤0.01% | 4338 |
|
|
2023
Q4 | $402K | Buy |
20,863
+2,905
| +16% | +$52.6K | ﹤0.01% | 3840 |
|
|
2023
Q3 | $290K | Buy |
17,958
+3,860
| +27% | +$68.5K | ﹤0.01% | 3953 |
|
|
2023
Q2 | $268K | Buy |
+14,098
| New | +$251K | ﹤0.01% | 3941 |
|
|
2022
Q4 | – | Sell |
-10,510
| Closed | -$253K | – | 4527 |
|
|
2022
Q3 | $253K | Buy |
10,510
+1,212
| +13% | +$37.3K | ﹤0.01% | 3736 |
|
|
2022
Q2 | $292K | Sell |
9,298
-273
| -3% | -$9.89K | ﹤0.01% | 3642 |
|
|
2022
Q1 | $421K | Buy |
9,571
+349
| +4% | +$15K | ﹤0.01% | 3328 |
|
|
2021
Q4 | $401K | Sell |
9,222
-2,056
| -18% | -$80.6K | ﹤0.01% | 3464 |
|
|
2021
Q3 | $353K | Sell |
11,278
-66,234
| -85% | -$2.61M | ﹤0.01% | 3517 |
|
|
2021
Q2 | $3.28M | Buy |
77,512
+6,979
| +10% | +$272K | ﹤0.01% | 1631 |
|
|
2021
Q1 | $2.65M | Buy |
70,533
+62,929
| +828% | +$1.97M | ﹤0.01% | 1640 |
|
|
2020
Q4 | $206K | Sell |
7,604
-3,301
| -30% | -$84.9K | ﹤0.01% | 3499 |
|
|
2020
Q3 | $274K | Sell |
10,905
-5,149
| -32% | -$75.1K | ﹤0.01% | 2969 |
|
|
2020
Q2 | $122K | Buy |
16,054
+90
| +0.6% | +$659 | ﹤0.01% | 3266 |
|
|
2020
Q1 | $146K | Sell |
15,964
-843
| -5% | -$5.09K | ﹤0.01% | 2904 |
|
|
2019
Q4 | $87K | Sell |
16,807
-655
| -4% | -$4.21K | ﹤0.01% | 3236 |
|
|
2019
Q3 | $101K | Buy |
17,462
+1,477
| +9% | +$6.62K | ﹤0.01% | 3143 |
|
|
2019
Q2 | $51K | Sell |
15,985
-30,276
| -65% | -$103K | ﹤0.01% | 3207 |
|
|
2019
Q1 | $190K | Buy |
46,261
+5,062
| +12% | +$32K | ﹤0.01% | 2962 |
|
|
2018
Q4 | $261K | Sell |
41,199
-36,762
| -47% | -$382K | ﹤0.01% | 2579 |
|
|
2018
Q3 | $1.29M | Buy |
77,961
+23,194
| +42% | +$394K | ﹤0.01% | 1483 |
|
|
2018
Q2 | $915K | Sell |
54,767
-1,094
| -2% | -$17.7K | ﹤0.01% | 1684 |
|
|
2018
Q1 | $869K | Buy |
55,861
+44,923
| +411% | +$801K | ﹤0.01% | 1714 |
|
|
2017
Q4 | $207K | Buy |
10,938
+1,286
| +13% | +$28.5K | ﹤0.01% | 2799 |
|
|
2017
Q3 | $282K | Sell |
9,652
-1,246
| -11% | -$36.8K | ﹤0.01% | 2413 |
|
|
2017
Q2 | $351K | Buy |
+10,898
| New | +$358K | ﹤0.01% | 2155 |
|
|
2017
Q1 | – | Sell |
-5,794
| Closed | -$210K | – | 2769 |
|
|
2016
Q4 | $210K | Sell |
5,794
-318
| -5% | -$10.7K | ﹤0.01% | 2447 |
|
|
2016
Q3 | $207K | Sell |
6,112
-27
| -0.4% | -$945 | ﹤0.01% | 2386 |
|
|
2016
Q2 | $231K | Sell |
6,139
-9,069
| -60% | -$341K | ﹤0.01% | 2284 |
|
|
2016
Q1 | $616K | Sell |
15,208
-1,998
| -12% | -$74.4K | ﹤0.01% | 2015 |
|
|
2015
Q4 | $608K | Buy |
17,206
+7,742
| +82% | +$280K | ﹤0.01% | 2067 |
|
|
2015
Q3 | $323K | Buy |
+9,464
| New | +$322K | ﹤0.01% | 2143 |
|
|
2014
Q3 | – | Sell |
-6,168
| Closed | -$210K | – | 2761 |
|
|
2014
Q2 | $210K | Buy |
6,168
+275
| +5% | +$9.42K | ﹤0.01% | 2460 |
|
|
2014
Q1 | $206K | Sell |
5,893
-1
| -0% | -$35 | ﹤0.01% | 2420 |
|
|
2013
Q4 | $215K | Buy |
5,894
+220
| +4% | +$8.07K | ﹤0.01% | 2390 |
|
|
2013
Q3 | $204K | Sell |
5,674
-250
| -4% | -$8.75K | ﹤0.01% | 2312 |
|
|
2013
Q2 | $200K | Buy |
+5,924
| New | +$197K | ﹤0.01% | 2202 |
|
Other funds holding ACH
CCM
ICM
PCMI
LPL Financial's ACH Position: Q2 2026 in Review
LPL Financial increased its Accendra Health (ACH) stake by 5.8% in Q2 2026, buying an estimated $6.36K and bringing the position to 37,544 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #5875.
LPL Financial first reported a position in ACH in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.28M in Q2 2021. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.
- LPL Financial held 37,544 shares of Accendra Health worth $128K as of Q2 2026.
- LPL Financial bought 2,045 Accendra Health shares in Q2 2026, an estimated $6.36K.
- Accendra Health made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5875 holding.
- LPL Financial first reported a position in Accendra Health in Q2 2013 and has held it in 45 quarters since.
- LPL Financial's Accendra Health position peaked at $3.28M in Q2 2021.
- 139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.