Smartleaf Asset Management’s Accolade Inc ACCD Stock Holding History

Smartleaf Asset Management’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-88	Closed	-$615	–	3008
2025 Q1	$615	Sell	88 -95	-52%	-$636	﹤0.01%	2664
2024 Q4	$629	Sell	183 -2,072	-92%	-$7.36K	﹤0.01%	2747
2024 Q3	$8.7K	Buy	2,255 +1,901	+537%	+$7.45K	﹤0.01%	1844
2024 Q2	$2.26K	Buy	+354	New	+$2.68K	﹤0.01%	2181

Other funds holding ACCD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smartleaf Asset Management's ACCD Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 88 shares — an estimated $615 sold.

Smartleaf Asset Management first reported a position in ACCD in Q2 2024 and held it in 4 quarters. The position peaked at $8.7K in Q3 2024. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Smartleaf Asset Management reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Smartleaf Asset Management sold 88 Accolade Inc shares in Q2 2025, an estimated $615.
Smartleaf Asset Management first reported a position in Accolade Inc in Q2 2024 and held it in 4 quarters.
Smartleaf Asset Management's Accolade Inc position peaked at $8.7K in Q3 2024.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.