Sagespring Wealth Partners’s Accolade Inc ACCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,854
Closed -$146K 740
2025
Q1
$146K Hold
20,854
﹤0.01% 645
2024
Q4
$71.3K Buy
+20,854
New +$74.1K ﹤0.01% 600

Other funds holding ACCD

Sagespring Wealth Partners's ACCD Position: Q2 2025 in Review

Sagespring Wealth Partners sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 20,854 shares — an estimated $146K sold.

Sagespring Wealth Partners first reported a position in ACCD in Q4 2024 and held it in 2 quarters. The position peaked at $146K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

  • Sagespring Wealth Partners reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 20,854 Accolade Inc shares in Q2 2025, an estimated $146K.
  • Sagespring Wealth Partners first reported a position in Accolade Inc in Q4 2024 and held it in 2 quarters.
  • Sagespring Wealth Partners's Accolade Inc position peaked at $146K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Sagespring Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.