MG
ACH

Mather Group’s Accendra Health ACH Stock Holding History

Mather Group’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
Q4 		– Sell
-3
Closed -$12 – 1340
2025
Q3 		$12 Buy
+3
New +$19 ﹤0.01% 1708
2025
Q2 		– Sell
-14
Closed -$122 – 1374
2025
Q1 		$122 Hold
14
– – ﹤0.01% 1755
2024
Q4 		$177 Hold
14
– – ﹤0.01% 1708
2024
Q3 		$212 Sell
14
-15
-52% -$227 ﹤0.01% 1653
2024
Q2 		$791 Hold
29
– – ﹤0.01% 2020
2024
Q1 		$550 Buy
+29
New +$644 ﹤0.01% 1677

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Mather Group's ACH Position: Q4 2025 in Review

Mather Group sold out of Accendra Health (ACH) in Q4 2025, closing a stake of 3 shares — an estimated $12 sold.

Mather Group first reported a position in ACH in Q1 2024 and held it in 6 quarters. The position peaked at $791 in Q2 2024. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

  • Mather Group reported no remaining Accendra Health position as of Q4 2025 after selling out during the quarter.
  • Mather Group sold 3 Accendra Health shares in Q4 2025, an estimated $12.
  • Mather Group first reported a position in Accendra Health in Q1 2024 and held it in 6 quarters.
  • Mather Group's Accendra Health position peaked at $791 in Q2 2024.
  • 168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.