Plancorp LLC’s Accendra Health ACH Stock Holding History

Plancorp LLC’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 Q2	$275K	Hold	81,666	–	–	0.01%	345
2026 Q1	$229K	Sell	81,666 -26	-0%	-$60	0.01%	336
2025 Q4	$229K	Buy	+81,692	New	+$292K	0.01%	329

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

ICM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Plancorp LLC's ACH Position: Q2 2026 in Review

Plancorp LLC held its Accendra Health (ACH) position steady in Q2 2026 at 81,666 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #345.

Plancorp LLC first reported a position in ACH in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Plancorp LLC held 81,666 shares of Accendra Health worth $275K as of Q2 2026.
Plancorp LLC left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #345 holding.
Plancorp LLC first reported a position in Accendra Health in Q4 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.