RIL
ACCD

Rothschild Investment LLC’s Accolade Inc ACCD Stock Holding History

Rothschild Investment LLC’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
-330
Closed -$2.3K – 3220
2025
Q1 		$2.3K Buy
330
+170
+106% +$1.14K ﹤0.01% 1807
2024
Q4 		$547 Buy
160
+75
+88% +$266 ﹤0.01% 2498
2024
Q3 		$327 Buy
85
+65
+325% +$255 ﹤0.01% 2591
2024
Q2 		$72 Buy
20
+10
+100% +$76 ﹤0.01% 2777
2024
Q1 		$105 Buy
+10
New +$114 ﹤0.01% 2197

Other funds holding ACCD

Osaic Holdings
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Rothschild Investment LLC's ACCD Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 330 shares — an estimated $2.3K sold.

Rothschild Investment LLC first reported a position in ACCD in Q1 2024 and held it in 5 quarters. The position peaked at $2.3K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 330 Accolade Inc shares in Q2 2025, an estimated $2.3K.
  • Rothschild Investment LLC first reported a position in Accolade Inc in Q1 2024 and held it in 5 quarters.
  • Rothschild Investment LLC's Accolade Inc position peaked at $2.3K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.