PWA
ACH

Physician Wealth Advisors’s Accendra Health ACH Stock Holding History

Physician Wealth Advisors’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
Q3 		– Sell
-144
Closed -$1.31K – 2000
2025
Q2 		$1.31K Buy
+144
New +$1.06K ﹤0.01% 1225

Other funds holding ACH

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Physician Wealth Advisors's ACH Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 144 shares — an estimated $1.31K sold.

Physician Wealth Advisors first reported a position in ACH in Q2 2025 and held it in 1 quarter. The position peaked at $1.31K in Q2 2025. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 144 Accendra Health shares in Q3 2025, an estimated $1.31K.
  • Physician Wealth Advisors first reported a position in Accendra Health in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Accendra Health position peaked at $1.31K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.