SWP
ACH

SIMA Wealth Partners’s Accendra Health ACH Stock Holding History

SIMA Wealth Partners’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,501
Closed -$13.6K – 175
2025
Q1 		$13.6K Hold
1,501
– – 0.01% 133
2024
Q4 		$19.6K Buy
+1,501
New +$20K 0.02% 120

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SIMA Wealth Partners's ACH Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Accendra Health (ACH) in Q2 2025, closing a stake of 1,501 shares — an estimated $13.6K sold.

SIMA Wealth Partners first reported a position in ACH in Q4 2024 and held it in 2 quarters. The position peaked at $19.6K in Q4 2024. 234 funds tracked by Wall St. Rank hold ACH as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Accendra Health position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 1,501 Accendra Health shares in Q2 2025, an estimated $13.6K.
  • SIMA Wealth Partners first reported a position in Accendra Health in Q4 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Accendra Health position peaked at $19.6K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Accendra Health as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.