SIM
ACH

Studio Investment Management’s Accendra Health ACH Stock Holding History

Studio Investment 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
2025
Q1 		– Sell
-80
Closed -$1.05K – 339
2024
Q4 		$1.05K Buy
+80
New +$1.07K ﹤0.01% 290

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Studio Investment Management's ACH Position: Q1 2025 in Review

Studio Investment Management sold out of Accendra Health (ACH) in Q1 2025, closing a stake of 80 shares — an estimated $1.05K sold.

Studio Investment Management first reported a position in ACH in Q4 2024 and held it in 1 quarter. The position peaked at $1.05K in Q4 2024. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2025.

  • Studio Investment Management reported no remaining Accendra Health position as of Q1 2025 after selling out during the quarter.
  • Studio Investment Management sold 80 Accendra Health shares in Q1 2025, an estimated $1.05K.
  • Studio Investment Management first reported a position in Accendra Health in Q4 2024 and held it in 1 quarter.
  • Studio Investment Management's Accendra Health position peaked at $1.05K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2025.

Based on Studio Investment Management's 13F filing for Q1 2025, filed 14 May 2025.