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Shell Asset Management’s Acadia Healthcare ACHC Stock Holding History

Shell Asset Management’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$42K Sell
1,680
-1,908
-53% -$42.6K ﹤0.01% 908
2025
Q2 		$81K Buy
3,588
+12
+0.3% +$284 ﹤0.01% 1048
2025
Q1 		$108K Sell
3,576
-154
-4% -$5.87K 0.01% 992
2024
Q4 		$148K Hold
3,730
– – 0.01% 937
2024
Q3 		$237K Buy
+3,730
New +$269K 0.01% 767
2024
Q1 		$266K Sell
3,944
-396
-9% -$32.4K 0.01% 718
2023
Q4 		$337K Buy
4,340
+18
+0.4% +$1.33K 0.02% 671
2023
Q3 		$304K Sell
4,322
-68
-2% -$5.08K 0.01% 749
2023
Q2 		$350K Sell
4,390
-25
-0.6% -$1.81K 0.01% 731
2023
Q1 		$319K Sell
4,415
-15
-0.3% -$1.17K 0.01% 763
2022
Q4 		$365K Sell
4,430
-903
-17% -$74.4K 0.02% 689
2022
Q3 		$417K Sell
5,333
-1,406
-21% -$112K 0.02% 663
2022
Q2 		$456K Buy
6,739
+7
+0.1% +$488 0.01% 763
2022
Q1 		$441K Sell
6,732
-997
-13% -$57.9K 0.01% 868
2021
Q4 		$469K Buy
7,729
+35
+0.5% +$2.09K 0.01% 926
2021
Q3 		$491K Sell
7,694
-330
-4% -$20.8K 0.01% 872
2021
Q2 		$504K Buy
8,024
+4,230
+111% +$265K 0.01% 915
2021
Q1 		$217K Hold
3,794
– – ﹤0.01% 1125
2020
Q4 		$191K Buy
3,794
+2,199
+138% +$87.6K ﹤0.01% 1128
2020
Q3 		$47K Hold
1,595
– – ﹤0.01% 1277
2020
Q2 		$40K Buy
+1,595
New +$39.8K ﹤0.01% 1285

Other funds holding ACHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Shell Asset Management's ACHC Position: Q3 2025 in Review

Shell Asset Management reduced its Acadia Healthcare (ACHC) stake by 53% in Q3 2025, selling an estimated $42.6K and leaving 1,680 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Shell Asset Management first reported a position in ACHC in Q2 2020 and has held it in 21 quarters since. The position peaked at $504K in Q2 2021. 270 funds tracked by Wall St. Rank hold ACHC as of Q3 2025.

  • Shell Asset Management held 1,680 shares of Acadia Healthcare worth $42K as of Q3 2025.
  • Shell Asset Management sold 1,908 Acadia Healthcare shares in Q3 2025, an estimated $42.6K.
  • Acadia Healthcare made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #908 holding.
  • Shell Asset Management first reported a position in Acadia Healthcare in Q2 2020 and has held it in 21 quarters since.
  • Shell Asset Management's Acadia Healthcare position peaked at $504K in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.