MassMutual Private Wealth & Trust’s Accendra Health ACH Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q2	–	Sell	-18	Closed	-$163	–	2457
2025 Q1	$163	Buy	+18	New	+$190	﹤0.01%	2306
2023 Q2	–	Sell	-88	Closed	-$1.28K	–	1987
2023 Q1	$1.28K	Hold	88	–	–	﹤0.01%	1543
2022 Q4	$2K	Buy	+88	New	+$1.72K	﹤0.01%	1303
2021 Q4	–	Sell	-29	Closed	-$1K	–	1466
2021 Q3	$1K	Buy	29 +5	+21%	+$197	﹤0.01%	1202
2021 Q2	$1K	Buy	+24	New	+$934	﹤0.01%	1158

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MassMutual Private Wealth & Trust's ACH Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Accendra Health (ACH) in Q2 2025, closing a stake of 18 shares — an estimated $163 sold.

MassMutual Private Wealth & Trust first reported a position in ACH in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 234 funds tracked by Wall St. Rank hold ACH as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Accendra Health position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 18 Accendra Health shares in Q2 2025, an estimated $163.
MassMutual Private Wealth & Trust first reported a position in Accendra Health in Q2 2021 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Accendra Health position peaked at $2K in Q4 2022.
234 funds tracked by Wall St. Rank held Accendra Health as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.