Shelton Capital Management’s Acadia Healthcare ACHC Stock Holding History

Shelton Capital 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
2024 Q4	–	Sell	-3,694	Closed	-$234K	–	730
2024 Q3	$234K	Hold	3,694	–	–	0.01%	638
2024 Q2	$249K	Sell	3,694 -1,238	-25%	-$86.5K	0.01%	576
2024 Q1	$391K	Hold	4,932	–	–	0.01%	421
2023 Q4	$384K	Hold	4,932	–	–	0.01%	402
2023 Q3	$347K	Hold	4,932	–	–	0.01%	407
2023 Q2	$393K	Hold	4,932	–	–	0.01%	378
2023 Q1	$356K	Hold	4,932	–	–	0.01%	398
2022 Q4	$406K	Hold	4,932	–	–	0.04%	320
2022 Q3	$386K	Hold	4,932	–	–	0.02%	363
2022 Q2	$334K	Hold	4,932	–	–	0.02%	430
2022 Q1	$323K	Hold	4,932	–	–	0.01%	510
2021 Q4	$299K	Hold	4,932	–	–	0.01%	564
2021 Q3	$315K	Hold	4,932	–	–	0.01%	532
2021 Q2	$309K	Hold	4,932	–	–	0.01%	547
2021 Q1	$282K	Sell	4,932 -404	-8%	-$21.9K	0.01%	579
2020 Q4	$268K	Buy	+5,336	New	+$213K	0.01%	545
2019 Q3	–	Sell	-5,855	Closed	-$205K	–	828
2019 Q2	$205K	Buy	+5,855	New	+$189K	0.01%	757
2018 Q4	–	Sell	-5,855	Closed	-$206K	–	782
2018 Q3	$206K	Hold	5,855	–	–	0.01%	849
2018 Q2	$240K	Hold	5,855	–	–	0.01%	698
2018 Q1	$229K	Buy	+5,855	New	+$215K	0.02%	701
2017 Q4	–	Sell	-5,855	Closed	-$280K	–	859
2017 Q3	$280K	Hold	5,855	–	–	0.02%	597
2017 Q2	$289K	Buy	+5,855	New	+$259K	0.02%	592

Other funds holding ACHC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Shelton Capital Management's ACHC Position: Q4 2024 in Review

Shelton Capital Management sold out of Acadia Healthcare (ACHC) in Q4 2024, closing a stake of 3,694 shares — an estimated $234K sold.

Shelton Capital Management first reported a position in ACHC in Q2 2017 and held it in 22 quarters. The position peaked at $406K in Q4 2022. 306 funds tracked by Wall St. Rank hold ACHC as of Q4 2024.

Shelton Capital Management reported no remaining Acadia Healthcare position as of Q4 2024 after selling out during the quarter.
Shelton Capital Management sold 3,694 Acadia Healthcare shares in Q4 2024, an estimated $234K.
Shelton Capital Management first reported a position in Acadia Healthcare in Q2 2017 and held it in 22 quarters.
Shelton Capital Management's Acadia Healthcare position peaked at $406K in Q4 2022.
306 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2024.

Based on Shelton Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.