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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
New +$4.25M 0.5% 87
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Phocas Financial Corp's ACHC Position: Q3 2025 in Review

Phocas Financial Corp sold out of Acadia Healthcare (ACHC) in Q3 2025, closing a stake of 161,206 shares — an estimated $3.66M sold.

Phocas Financial Corp first reported a position in ACHC in Q3 2019 and held it in 6 quarters. The position peaked at $6.89M in Q4 2023. 270 funds tracked by Wall St. Rank hold ACHC as of Q3 2025.

  • Phocas Financial Corp reported no remaining Acadia Healthcare position as of Q3 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 161,206 Acadia Healthcare shares in Q3 2025, an estimated $3.66M.
  • Phocas Financial Corp first reported a position in Acadia Healthcare in Q3 2019 and held it in 6 quarters.
  • Phocas Financial Corp's Acadia Healthcare position peaked at $6.89M in Q4 2023.
  • 270 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2025.

Based on Phocas Financial Corp's 13F filing for Q3 2025, filed 12 Nov 2025.