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Phocas Financial Corp’s Acadia Healthcare ACHC Stock Holding History

Phocas Financial Corp’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
-161,206
Closed -$3.66M – 148
2025
Q2 		$3.66M Buy
161,206
+23
+0% +$545 0.53% 77
2025
Q1 		$4.89M Buy
161,183
+66,863
+71% +$2.55M 0.75% 63
2024
Q4 		$3.74M Buy
94,320
+22,095
+31% +$997K 0.5% 87
2024
Q3 		$4.58K Buy
72,225
+19,123
+36% +$1.38M 0.02% 93
2024
Q2 		$3.59K Sell
53,102
-33,159
-38% -$2.32M 0.01% 111
2024
Q1 		$6.83K Sell
86,261
-2,307
-3% -$189K 0.03% 75
2023
Q4 		$6.89M Buy
+88,568
New +$6.56M 0.91% 46
2020
Q1 		– Sell
-102,807
Closed -$3.42M – 186
2019
Q4 		$3.42M Sell
102,807
-26,815
-21% -$840K 0.41% 102
2019
Q3 		$4.03M Buy
+129,622
New +$3.95M 0.43% 97

Other funds holding ACHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return