Steward Partners Investment Advisory’s Accendra Health ACH Stock Holding History

Steward Partners Investment Advisory’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 Q2	$325	Hold	95	–	–	﹤0.01%	4495
2026 Q1	$217	Hold	95	–	–	﹤0.01%	4307
2025 Q4	$266	Hold	95	–	–	﹤0.01%	4185
2025 Q3	$456	Hold	95	–	–	﹤0.01%	4129
2025 Q2	$865	Hold	95	–	–	﹤0.01%	3891
2025 Q1	$858	Hold	95	–	–	﹤0.01%	3799
2024 Q4	$1.24K	Hold	95	–	–	﹤0.01%	3724
2024 Q3	$1.49K	Hold	95	–	–	﹤0.01%	3488
2024 Q2	$1.28K	Hold	95	–	–	﹤0.01%	3362
2024 Q1	$2.63K	Hold	95	–	–	﹤0.01%	3235
2023 Q4	$1.83K	Sell	95 -100	-51%	-$1.81K	﹤0.01%	3221
2023 Q3	$3.15K	Hold	195	–	–	﹤0.01%	2966
2023 Q2	$3.71K	Hold	195	–	–	﹤0.01%	2886
2023 Q1	$2.84K	Buy	195 +95	+95%	+$1.7K	﹤0.01%	2953
2022 Q4	$1.95K	Hold	100	–	–	﹤0.01%	3020
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	3044
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	2929
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	2969
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	2897
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	2936
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	6701
2021 Q1	$3.76K	Hold	100	–	–	﹤0.01%	3083
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2644
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	2512
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	2595
2020 Q1	$0	Hold	100	–	–	﹤0.01%	2638
2019 Q4	$0	Hold	100	–	–	﹤0.01%	2699
2019 Q3	$0	Hold	100	–	–	﹤0.01%	2722
2019 Q2	$0	Buy	+100	New	+$341	﹤0.01%	2667
2018 Q4	–	Sell	-100	Closed	-$2K	–	1709
2018 Q3	$2K	Sell	100 -1,615	-94%	-$27.4K	﹤0.01%	2390
2018 Q2	$29K	Buy	1,715 +1,615	+1,615%	+$26.1K	﹤0.01%	1313
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	2150
2017 Q4	$1K	Buy	+100	New	+$2.22K	﹤0.01%	1798

Other funds holding ACH

CCM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

ICM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

PCMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Steward Partners Investment Advisory's ACH Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Accendra Health (ACH) position steady in Q2 2026 at 95 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #4495.

Steward Partners Investment Advisory first reported a position in ACH in Q4 2017 and has held it in 33 quarters since. The position peaked at $29K in Q2 2018. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Steward Partners Investment Advisory held 95 shares of Accendra Health worth $325 as of Q2 2026.
Steward Partners Investment Advisory left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4495 holding.
Steward Partners Investment Advisory first reported a position in Accendra Health in Q4 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's Accendra Health position peaked at $29K in Q2 2018.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.