Plan A Wealth’s Accendra Health ACH Stock Holding History

Plan A Wealth’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
2026 Q1	–	Sell	-15,680	Closed	-$43.9K	–	184
2025 Q4	$43.9K	Buy	+15,680	New	+$56K	0.02%	172

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plan A Wealth's ACH Position: Q1 2026 in Review

Plan A Wealth sold out of Accendra Health (ACH) in Q1 2026, closing a stake of 15,680 shares — an estimated $43.9K sold.

Plan A Wealth first reported a position in ACH in Q4 2025 and held it in 1 quarter. The position peaked at $43.9K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACH as of Q1 2026.

Plan A Wealth reported no remaining Accendra Health position as of Q1 2026 after selling out during the quarter.
Plan A Wealth sold 15,680 Accendra Health shares in Q1 2026, an estimated $43.9K.
Plan A Wealth first reported a position in Accendra Health in Q4 2025 and held it in 1 quarter.
Plan A Wealth's Accendra Health position peaked at $43.9K in Q4 2025.
142 funds tracked by Wall St. Rank held Accendra Health as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.