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 Q2	$1.88M	Buy	63,787 +5,282	+9%	+$136K	0.02%	647
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Summit Trail Advisors's ACHC Position: Q2 2026 in Review

Summit Trail Advisors increased its Acadia Healthcare (ACHC) stake by 9% in Q2 2026, buying an estimated $136K and bringing the position to 63,787 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #647.

Summit Trail Advisors first reported a position in ACHC in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.39M in Q3 2025. 314 funds tracked by Wall St. Rank hold ACHC as of Q2 2026.

Summit Trail Advisors held 63,787 shares of Acadia Healthcare worth $1.88M as of Q2 2026.
Summit Trail Advisors bought 5,282 Acadia Healthcare shares in Q2 2026, an estimated $136K.
Acadia Healthcare made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #647 holding.
Summit Trail Advisors first reported a position in Acadia Healthcare in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Acadia Healthcare position peaked at $2.39M in Q3 2025.
314 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.