SAM
ACH

Southeastern Asset Management’s Accendra Health ACH Stock Holding History

Southeastern 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
-181,735
Closed -$509K – 52
2025
Q4 		$509K Sell
181,735
-41,925
-19% -$150K 0.02% 49
2025
Q3 		$1.07M Buy
223,660
+98,260
+78% +$625K 0.05% 45
2025
Q2 		$1.14M Buy
+125,400
New +$924K 0.06% 46

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

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

Southeastern Asset Management sold out of Accendra Health (ACH) in Q1 2026, closing a stake of 181,735 shares — an estimated $509K sold.

Southeastern Asset Management first reported a position in ACH in Q2 2025 and held it in 3 quarters. The position peaked at $1.14M in Q2 2025. 142 funds tracked by Wall St. Rank hold ACH as of Q1 2026.

  • Southeastern Asset Management reported no remaining Accendra Health position as of Q1 2026 after selling out during the quarter.
  • Southeastern Asset Management sold 181,735 Accendra Health shares in Q1 2026, an estimated $509K.
  • Southeastern Asset Management first reported a position in Accendra Health in Q2 2025 and held it in 3 quarters.
  • Southeastern Asset Management's Accendra Health position peaked at $1.14M in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Accendra Health as of Q1 2026.

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