SAM
ACH

Smartleaf Asset Management’s Accendra Health ACH Stock Holding History

Smartleaf Asset Management’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
2026
Q1 		– Sell
-201
Closed -$551 – 3613
2025
Q4 		$551 Sell
201
-25
-11% -$89 ﹤0.01% 3255
2025
Q3 		$1.06K Hold
226
– – ﹤0.01% 2734
2025
Q2 		$2K Sell
226
-36
-14% -$265 ﹤0.01% 2335
2025
Q1 		$2.25K Sell
262
-110
-30% -$1.16K ﹤0.01% 2442
2024
Q4 		$4.71K Sell
372
-56
-13% -$746 ﹤0.01% 2266
2024
Q3 		$6.92K Sell
428
-75
-15% -$1.14K ﹤0.01% 1972
2024
Q2 		$6.91K Buy
503
+342
+212% +$7K ﹤0.01% 1627
2024
Q1 		$4.5K Buy
+161
New +$3.58K ﹤0.01% 1257

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smartleaf Asset Management's ACH Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Accendra Health (ACH) in Q1 2026, closing a stake of 201 shares — an estimated $551 sold.

Smartleaf Asset Management first reported a position in ACH in Q1 2024 and held it in 8 quarters. The position peaked at $6.92K in Q3 2024. 142 funds tracked by Wall St. Rank hold ACH as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Accendra Health position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 201 Accendra Health shares in Q1 2026, an estimated $551.
  • Smartleaf Asset Management first reported a position in Accendra Health in Q1 2024 and held it in 8 quarters.
  • Smartleaf Asset Management's Accendra Health position peaked at $6.92K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Accendra Health as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.