Provenance Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

Provenance Wealth Advisors’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 Q2	–	Sell	-14	Closed	-$424	–	422
2025 Q1	$424	Hold	14	–	–	﹤0.01%	514
2024 Q4	$555	Hold	14	–	–	﹤0.01%	530
2024 Q3	$888	Hold	14	–	–	﹤0.01%	543
2024 Q2	$946	Hold	14	–	–	﹤0.01%	453
2024 Q1	$1.11K	Hold	14	–	–	﹤0.01%	466
2023 Q4	$1.09K	Hold	14	–	–	﹤0.01%	520
2023 Q3	$984	Buy	+14	New	+$1.05K	﹤0.01%	397

Other funds holding ACHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Provenance Wealth Advisors's ACHC Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q2 2025, closing a stake of 14 shares — an estimated $424 sold.

Provenance Wealth Advisors first reported a position in ACHC in Q3 2023 and held it in 7 quarters. The position peaked at $1.11K in Q1 2024. 293 funds tracked by Wall St. Rank hold ACHC as of Q2 2025.

Provenance Wealth Advisors reported no remaining Acadia Healthcare position as of Q2 2025 after selling out during the quarter.
Provenance Wealth Advisors sold 14 Acadia Healthcare shares in Q2 2025, an estimated $424.
Provenance Wealth Advisors first reported a position in Acadia Healthcare in Q3 2023 and held it in 7 quarters.
Provenance Wealth Advisors's Acadia Healthcare position peaked at $1.11K in Q1 2024.
293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.