Raymond James Financial
ACCD

Raymond James Financial’s Accolade Inc ACCD Stock Holding History

Raymond James Financial’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,477
Closed -$192K – 7073
2025
Q1 		$192K Sell
27,477
-7,678
-22% -$51.4K ﹤0.01% 4436
2024
Q4 		$120K Buy
+35,155
New +$125K ﹤0.01% 4499

Other funds holding ACCD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's ACCD Position: Q2 2025 in Review

Raymond James Financial sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 27,477 shares — an estimated $192K sold.

Raymond James Financial first reported a position in ACCD in Q4 2024 and held it in 2 quarters. The position peaked at $192K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

  • Raymond James Financial reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 27,477 Accolade Inc shares in Q2 2025, an estimated $192K.
  • Raymond James Financial first reported a position in Accolade Inc in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's Accolade Inc position peaked at $192K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.