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Summit Trail Advisors’s Acadia Healthcare ACHC Stock Holding History

Summit Trail Advisors’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
2026
Q1 		$1.37M Sell
58,505
-20,763
-26% -$376K 0.02% 771
2025
Q4 		$1.12M Sell
79,268
-17,206
-18% -$326K 0.02% 747
2025
Q3 		$2.39M Buy
96,474
+38,700
+67% +$863K 0.03% 353
2025
Q2 		$1.31M Buy
+57,774
New +$1.37M 0.02% 379
2018
Q1 		– Sell
-301
Closed -$10K – 425
2017
Q4 		$10K Buy
+301
New +$10.4K ﹤0.01% 1215

Other funds holding ACHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Summit Trail Advisors's ACHC Position: Q1 2026 in Review

Summit Trail Advisors reduced its Acadia Healthcare (ACHC) stake by 26% in Q1 2026, selling an estimated $376K and leaving 58,505 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #771.

Summit Trail Advisors first reported a position in ACHC in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.39M in Q3 2025. 295 funds tracked by Wall St. Rank hold ACHC as of Q1 2026.

  • Summit Trail Advisors held 58,505 shares of Acadia Healthcare worth $1.37M as of Q1 2026.
  • Summit Trail Advisors sold 20,763 Acadia Healthcare shares in Q1 2026, an estimated $376K.
  • Acadia Healthcare made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #771 holding.
  • Summit Trail Advisors first reported a position in Acadia Healthcare in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Acadia Healthcare position peaked at $2.39M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.