MYIA
ACH

Mount Yale Investment Advisors’s Accendra Health ACH Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-485
Closed -$4.41K – 1300
2025
Q2 		$4.41K Buy
+485
New +$3.57K ﹤0.01% 1250
2018
Q4 		– Sell
-3,912
Closed -$36K – 632
2018
Q3 		$36K Sell
3,912
-1,133
-22% -$19.3K 0.01% 669
2018
Q2 		$84K Buy
5,045
+175
+4% +$2.83K 0.02% 517
2018
Q1 		$76K Buy
+4,870
New +$86.8K 0.02% 535

Other funds holding ACH

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mount Yale Investment Advisors's ACH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 485 shares — an estimated $4.41K sold.

Mount Yale Investment Advisors first reported a position in ACH in Q1 2018 and held it in 4 quarters. The position peaked at $84K in Q2 2018. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 485 Accendra Health shares in Q3 2025, an estimated $4.41K.
  • Mount Yale Investment Advisors first reported a position in Accendra Health in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Accendra Health position peaked at $84K in Q2 2018.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.