RFP
ACH

Root Financial Partners’s Accendra Health ACH Stock Holding History

Root Financial Partners’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 		– Sell
-47
Closed -$107 – 2295
2026
Q1 		$107 Buy
+47
New +$108 ﹤0.01% 3267

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's ACH Position: Q2 2026 in Review

Root Financial Partners sold out of Accendra Health (ACH) in Q2 2026, closing a stake of 47 shares — an estimated $107 sold.

Root Financial Partners first reported a position in ACH in Q1 2026 and held it in 1 quarter. The position peaked at $107 in Q1 2026. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

  • Root Financial Partners reported no remaining Accendra Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 47 Accendra Health shares in Q2 2026, an estimated $107.
  • Root Financial Partners first reported a position in Accendra Health in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Accendra Health position peaked at $107 in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.