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Principia Wealth Advisory’s Acadia Healthcare ACHC Stock Holding History

Principia Wealth Advisory’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
Q4 		– Sell
-5
Closed -$124 – 1016
2025
Q3 		$124 Buy
+5
New +$112 ﹤0.01% 916

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Principia Wealth Advisory's ACHC Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Acadia Healthcare (ACHC) in Q4 2025, closing a stake of 5 shares — an estimated $124 sold.

Principia Wealth Advisory first reported a position in ACHC in Q3 2025 and held it in 1 quarter. The position peaked at $124 in Q3 2025. 254 funds tracked by Wall St. Rank hold ACHC as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Acadia Healthcare position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 5 Acadia Healthcare shares in Q4 2025, an estimated $124.
  • Principia Wealth Advisory first reported a position in Acadia Healthcare in Q3 2025 and held it in 1 quarter.
  • Principia Wealth Advisory's Acadia Healthcare position peaked at $124 in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.