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Mount Yale Investment Advisors’s Acadia Healthcare ACHC Stock Holding History

Mount Yale Investment Advisors’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-450
Closed -$10.2K – 684
2025
Q2 		$10.2K Buy
+450
New +$10.7K ﹤0.01% 1133
2024
Q2 		– Sell
-5,432
Closed -$430K – 545
2024
Q1 		$430K Buy
5,432
+112
+2% +$9.16K 0.03% 386
2023
Q4 		$414K Sell
5,320
-98
-2% -$7.25K 0.04% 353
2023
Q3 		$381K Sell
5,418
-1
-0% -$75 0.04% 353
2023
Q2 		$432K Buy
5,419
+68
+1% +$4.91K 0.05% 327
2023
Q1 		$387K Sell
5,351
-3,282
-38% -$256K 0.04% 336
2022
Q4 		$711K Sell
8,633
-1,010
-10% -$83.3K 0.08% 247
2022
Q3 		$754K Buy
9,643
+3,232
+50% +$258K 0.1% 212
2022
Q2 		$434K Buy
6,411
+2,157
+51% +$150K 0.05% 304
2022
Q1 		$279K Sell
4,254
-680
-14% -$39.5K 0.03% 381
2021
Q4 		$299K Sell
4,934
-68
-1% -$4.05K 0.03% 373
2021
Q3 		$319K Buy
5,002
+196
+4% +$12.4K 0.04% 343
2021
Q2 		$302K Sell
4,806
-38
-0.8% -$2.38K 0.04% 317
2021
Q1 		$277K Sell
4,844
-168
-3% -$9.09K 0.04% 331
2020
Q4 		$252K Buy
+5,012
New +$200K 0.04% 338
2018
Q4 		– Sell
-450
Closed -$18K – 311
2018
Q3 		$18K Hold
450
– – ﹤0.01% 798
2018
Q2 		$18K Hold
450
– – ﹤0.01% 813
2018
Q1 		$18K Buy
+450
New +$16.5K ﹤0.01% 786

Other funds holding ACHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Acadia Healthcare (ACHC) in Q3 2025, closing a stake of 450 shares — an estimated $10.2K sold.

Mount Yale Investment Advisors first reported a position in ACHC in Q1 2018 and held it in 18 quarters. The position peaked at $754K in Q3 2022. 270 funds tracked by Wall St. Rank hold ACHC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Acadia Healthcare position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 450 Acadia Healthcare shares in Q3 2025, an estimated $10.2K.
  • Mount Yale Investment Advisors first reported a position in Acadia Healthcare in Q1 2018 and held it in 18 quarters.
  • Mount Yale Investment Advisors's Acadia Healthcare position peaked at $754K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2025.

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