MWA
ACH

Medallion Wealth Advisors’s Accendra Health ACH Stock Holding History

Medallion Wealth Advisors’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
Q1 		– Sell
-1,166
Closed -$15.2K – 1097
2024
Q4 		$15.2K Buy
+1,166
New +$15.5K 0.01% 605

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's ACH Position: Q1 2025 in Review

Medallion Wealth Advisors sold out of Accendra Health (ACH) in Q1 2025, closing a stake of 1,166 shares — an estimated $15.2K sold.

Medallion Wealth Advisors first reported a position in ACH in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2025.

  • Medallion Wealth Advisors reported no remaining Accendra Health position as of Q1 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 1,166 Accendra Health shares in Q1 2025, an estimated $15.2K.
  • Medallion Wealth Advisors first reported a position in Accendra Health in Q4 2024 and held it in 1 quarter.
  • Medallion Wealth Advisors's Accendra Health position peaked at $15.2K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2025.

Based on Medallion Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2026.