Savant Capital’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
Q1
Sell
-52,794
Closed -$181K 1472
2024
Q4
$181K Buy
52,794
+34,082
+182% +$121K ﹤0.01% 1338
2024
Q3
$72K Buy
+18,712
New +$73.3K ﹤0.01% 1355

Other funds holding ACCD

Savant Capital's ACCD Position: Q1 2025 in Review

Savant Capital sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 52,794 shares — an estimated $181K sold.

Savant Capital first reported a position in ACCD in Q3 2024 and held it in 2 quarters. The position peaked at $181K in Q4 2024. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • Savant Capital reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 52,794 Accolade Inc shares in Q1 2025, an estimated $181K.
  • Savant Capital first reported a position in Accolade Inc in Q3 2024 and held it in 2 quarters.
  • Savant Capital's Accolade Inc position peaked at $181K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.