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Stephens Inc’s Acadia Healthcare ACHC Stock Holding History

Stephens Inc’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,627
Closed -$223K – 1237
2024
Q4 		$223K Buy
5,627
+1,134
+25% +$51.1K ﹤0.01% 1130
2024
Q3 		$285K Buy
4,493
+46
+1% +$3.32K ﹤0.01% 1051
2024
Q2 		$300K Buy
4,447
+60
+1% +$4.19K ﹤0.01% 1004
2024
Q1 		$348K Buy
4,387
+26
+0.6% +$2.13K 0.01% 951
2023
Q4 		$339K Sell
4,361
-872
-17% -$64.5K 0.01% 891
2023
Q3 		$368K Sell
5,233
-432
-8% -$32.3K 0.01% 830
2023
Q2 		$451K Buy
5,665
+114
+2% +$8.24K 0.01% 775
2023
Q1 		$401K Buy
5,551
+112
+2% +$8.73K 0.01% 781
2022
Q4 		$448K Sell
5,439
-17
-0.3% -$1.4K 0.01% 735
2022
Q3 		$427K Sell
5,456
-237
-4% -$18.9K 0.01% 761
2022
Q2 		$385K Sell
5,693
-196
-3% -$13.7K 0.01% 818
2022
Q1 		$386K Buy
5,889
+273
+5% +$15.9K 0.01% 919
2021
Q4 		$341K Buy
5,616
+289
+5% +$17.2K 0.01% 997
2021
Q3 		$340K Sell
5,327
-141
-3% -$8.9K 0.01% 996
2021
Q2 		$343K Buy
5,468
+267
+5% +$16.7K 0.01% 990
2021
Q1 		$297K Buy
5,201
+80
+2% +$4.33K ﹤0.01% 1006
2020
Q4 		$257K Buy
5,121
+183
+4% +$7.29K ﹤0.01% 994
2020
Q3 		$146K Buy
4,938
+376
+8% +$10.9K ﹤0.01% 1058
2020
Q2 		$115K Buy
4,562
+626
+16% +$15.6K ﹤0.01% 1035
2020
Q1 		$72K Buy
3,936
+260
+7% +$7.44K ﹤0.01% 1004
2019
Q4 		$122K Sell
3,676
-7,684
-68% -$241K ﹤0.01% 1050
2019
Q3 		$353K Buy
11,360
+1,414
+14% +$43.1K 0.01% 862
2019
Q2 		$348K Sell
9,946
-1,566
-14% -$50.6K 0.01% 863
2019
Q1 		$337K Sell
11,512
-339
-3% -$9.6K 0.01% 873
2018
Q4 		$305K Sell
11,851
-631
-5% -$21.8K 0.01% 841
2018
Q3 		$439K Buy
+12,482
New +$497K 0.01% 811
2017
Q3 		– Sell
-44,223
Closed -$2.18M – 706
2017
Q2 		$2.18M Buy
44,223
+1,836
+4% +$81.3K 0.07% 276
2017
Q1 		$1.85M Buy
42,387
+31,031
+273% +$1.26M 0.07% 300
2016
Q4 		$376K Buy
11,356
+4,423
+64% +$172K 0.02% 553
2016
Q3 		$344K Buy
6,933
+462
+7% +$24.1K 0.02% 585
2016
Q2 		$358K Buy
6,471
+1,874
+41% +$110K 0.02% 561
2016
Q1 		$253K Sell
4,597
-105
-2% -$5.99K 0.01% 591
2015
Q4 		$294K Buy
4,702
+233
+5% +$15.2K 0.01% 552
2015
Q3 		$296K Buy
4,469
+1,095
+32% +$84.2K 0.02% 548
2015
Q2 		$264K Sell
3,374
-45
-1% -$3.24K 0.01% 630
2015
Q1 		$245K Buy
+3,419
New +$219K 0.01% 669
2014
Q4 		– Sell
-527
Closed -$26K – 811
2014
Q3 		$26K Sell
527
-3,290
-86% -$161K ﹤0.01% 785
2014
Q2 		$174K Sell
3,817
-623
-14% -$27.4K 0.01% 762
2014
Q1 		$200K Buy
4,440
+100
+2% +$4.93K 0.01% 710
2013
Q4 		$205K Buy
4,340
+15
+0.3% +$652 0.01% 768
2013
Q3 		$171K Sell
4,325
-25
-0.6% -$928 0.01% 735
2013
Q2 		$144K Buy
+4,350
New +$141K 0.01% 671

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stephens Inc's ACHC Position: Q1 2025 in Review

Stephens Inc sold out of Acadia Healthcare (ACHC) in Q1 2025, closing a stake of 5,627 shares — an estimated $223K sold.

Stephens Inc first reported a position in ACHC in Q2 2013 and held it in 42 quarters. The position peaked at $2.18M in Q2 2017. 292 funds tracked by Wall St. Rank hold ACHC as of Q1 2025.

  • Stephens Inc reported no remaining Acadia Healthcare position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 5,627 Acadia Healthcare shares in Q1 2025, an estimated $223K.
  • Stephens Inc first reported a position in Acadia Healthcare in Q2 2013 and held it in 42 quarters.
  • Stephens Inc's Acadia Healthcare position peaked at $2.18M in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.