OF
ACH

Optimize Financial’s Accendra Health ACH Stock Holding History

Optimize Financial’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
-14,072
Closed -$184K – 268
2024
Q4 		$184K Buy
+14,072
New +$188K 0.14% 219

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

Optimize Financial's ACH Position: Q1 2025 in Review

Optimize Financial sold out of Accendra Health (ACH) in Q1 2025, closing a stake of 14,072 shares — an estimated $184K sold.

Optimize Financial first reported a position in ACH in Q4 2024 and held it in 1 quarter. The position peaked at $184K in Q4 2024. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2025.

  • Optimize Financial reported no remaining Accendra Health position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 14,072 Accendra Health shares in Q1 2025, an estimated $184K.
  • Optimize Financial first reported a position in Accendra Health in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's Accendra Health position peaked at $184K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.