Orion Portfolio Solutions’s Acadia Healthcare ACHC Stock Holding History

Orion Portfolio Solutions’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 Q1	$565K	Buy	18,648 +4,242	+29%	+$162K	0.01%	1366
2024 Q4	$571K	Sell	14,406 -3,760	-21%	-$170K	0.01%	1292
2024 Q3	$1.15M	Buy	18,166 +2,013	+12%	+$145K	0.01%	978
2024 Q2	$1.09M	Sell	16,153 -1,987	-11%	-$139K	0.01%	949
2024 Q1	$1.44M	Sell	18,140 -1,029	-5%	-$84.1K	0.02%	812
2023 Q4	$1.53M	Sell	19,169 -1,690	-8%	-$125K	0.02%	758
2023 Q3	$1.47M	Sell	20,859 -857	-4%	-$64K	0.02%	746
2023 Q2	$1.73M	Sell	21,716 -1,778	-8%	-$128K	0.02%	723
2023 Q1	$1.7M	Buy	+23,494	New	+$1.83M	0.02%	658
2020 Q3	–	Sell	-53	Closed	-$1K	–	454
2020 Q2	$1K	Sell	53 -24	-31%	-$599	﹤0.01%	1888
2020 Q1	$1K	Sell	77 -26	-25%	-$744	﹤0.01%	1668
2019 Q4	$3K	Buy	+103	New	+$3.23K	﹤0.01%	1376

Other funds holding ACHC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Orion Portfolio Solutions's ACHC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Acadia Healthcare (ACHC) stake by 29% in Q1 2025, buying an estimated $162K and bringing the position to 18,648 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1366.

Orion Portfolio Solutions first reported a position in ACHC in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.73M in Q2 2023. 292 funds tracked by Wall St. Rank hold ACHC as of Q1 2025.

Orion Portfolio Solutions held 18,648 shares of Acadia Healthcare worth $565K as of Q1 2025.
Orion Portfolio Solutions bought 4,242 Acadia Healthcare shares in Q1 2025, an estimated $162K.
Acadia Healthcare made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1366 holding.
Orion Portfolio Solutions first reported a position in Acadia Healthcare in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Acadia Healthcare position peaked at $1.73M in Q2 2023.
292 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.