Morgan Stanley’s Accolade Inc ACCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-611,186
Closed -$4.27M 8372
2025
Q1
$4.27M Buy
611,186
+261,541
+75% +$1.75M ﹤0.01% 4060
2024
Q4
$1.2M Sell
349,645
-17,500
-5% -$62.2K ﹤0.01% 5002
2024
Q3
$1.41M Buy
367,145
+73,194
+25% +$287K ﹤0.01% 4846
2024
Q2
$1.05M Sell
293,951
-577,434
-66% -$4.37M ﹤0.01% 4933
2024
Q1
$9.13M Sell
871,385
-722,711
-45% -$8.22M ﹤0.01% 3420
2023
Q4
$19.1M Buy
1,594,096
+975,103
+158% +$8.35M ﹤0.01% 3383
2023
Q3
$6.55M Buy
618,993
+15,701
+3% +$206K ﹤0.01% 3505
2023
Q2
$8.13M Sell
603,292
-60,579
-9% -$787K ﹤0.01% 3360
2023
Q1
$9.55M Buy
663,871
+132,089
+25% +$1.5M ﹤0.01% 3192
2022
Q4
$4.14M Sell
531,782
-149,048
-22% -$1.42M ﹤0.01% 3917
2022
Q3
$7.77M Buy
680,830
+3,500
+0.5% +$38.1K ﹤0.01% 3228
2022
Q2
$5.01M Buy
677,330
+111,171
+20% +$972K ﹤0.01% 3769
2022
Q1
$9.94M Buy
566,159
+58,301
+11% +$1.07M ﹤0.01% 2913
2021
Q4
$13.4M Sell
507,858
-14,451
-3% -$474K ﹤0.01% 2599
2021
Q3
$22M Sell
522,309
-91,255
-15% -$4.29M ﹤0.01% 1994
2021
Q2
$33.3M Buy
613,564
+292,317
+91% +$14.2M ﹤0.01% 1641
2021
Q1
$14.6M Buy
321,247
+232,971
+264% +$11.2M ﹤0.01% 2258
2020
Q4
$3.84M Sell
88,276
-71,440
-45% -$3.17M ﹤0.01% 3547
2020
Q3
$6.21M Buy
+159,716
New +$5.51M ﹤0.01% 2505

Other funds holding ACCD

Morgan Stanley's ACCD Position: Q2 2025 in Review

Morgan Stanley sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 611,186 shares — an estimated $4.27M sold.

Morgan Stanley first reported a position in ACCD in Q3 2020 and held it in 19 quarters. The position peaked at $33.3M in Q2 2021. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

  • Morgan Stanley reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
  • Morgan Stanley sold 611,186 Accolade Inc shares in Q2 2025, an estimated $4.27M.
  • Morgan Stanley first reported a position in Accolade Inc in Q3 2020 and held it in 19 quarters.
  • Morgan Stanley's Accolade Inc position peaked at $33.3M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.