Stephens Consulting’s Accendra Health ACH Stock Holding History

Stephens Consulting’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 Q4	$8.07K	Hold	2,883	–	–	﹤0.01%	256
2025 Q3	$13.8K	Hold	2,883	–	–	﹤0.01%	211
2025 Q2	$26.2K	Sell	2,883 -45	-2%	-$332	0.01%	245
2025 Q1	$26.4K	Buy	2,928 +45	+2%	+$475	0.01%	238
2024 Q4	$37.7K	Hold	2,883	–	–	0.01%	208
2024 Q3	$45.2K	Hold	2,883	–	–	0.01%	195
2024 Q2	$38.9K	Hold	2,883	–	–	0.01%	204
2024 Q1	$79.9K	Hold	2,883	–	–	0.02%	134
2023 Q4	$55.5K	Hold	2,883	–	–	0.02%	168
2023 Q3	$46.6K	Hold	2,883	–	–	0.02%	174
2023 Q2	$54.9K	Hold	2,883	–	–	0.02%	154
2023 Q1	$41.9K	Hold	2,883	–	–	0.03%	187
2022 Q4	$56.3K	Hold	2,883	–	–	0.04%	162
2022 Q3	$69.5K	Hold	2,883	–	–	0.06%	139
2022 Q2	$90.7K	Hold	2,883	–	–	0.07%	110
2022 Q1	$127K	Hold	2,883	–	–	0.1%	108
2021 Q4	$125K	Buy	+2,883	New	+$113K	0.1%	134

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Stephens Consulting's ACH Position: Q4 2025 in Review

Stephens Consulting held its Accendra Health (ACH) position steady in Q4 2025 at 2,883 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Stephens Consulting first reported a position in ACH in Q4 2021 and has held it in 17 quarters since. The position peaked at $127K in Q1 2022. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

Stephens Consulting held 2,883 shares of Accendra Health worth $8.07K as of Q4 2025.
Stephens Consulting left its Accendra Health share count unchanged in Q4 2025.
Accendra Health made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #256 holding.
Stephens Consulting first reported a position in Accendra Health in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Accendra Health position peaked at $127K in Q1 2022.
168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.