SW
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SVB Wealth’s Acadia Healthcare ACHC Stock Holding History

SVB Wealth’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
Q2 		– Sell
-603
Closed -$18.3K – 436
2025
Q1 		$18.3K Buy
+603
New +$23K ﹤0.01% 763
2019
Q3 		– Sell
-14,069
Closed -$492K – 511
2019
Q2 		$492K Sell
14,069
-31,005
-69% -$1M 0.02% 390
2019
Q1 		$1.32M Buy
45,074
+1,065
+2% +$30.2K 0.05% 196
2018
Q4 		$1.13M Sell
44,009
-10,700
-20% -$370K 0.05% 210
2018
Q3 		$1.93M Sell
54,709
-6,525
-11% -$260K 0.07% 176
2018
Q2 		$2.5M Sell
61,234
-5,475
-8% -$221K 0.1% 149
2018
Q1 		$2.61M Sell
66,709
-4,145
-6% -$152K 0.1% 153
2017
Q4 		$2.31M Sell
70,854
-17,165
-20% -$595K 0.09% 169
2017
Q3 		$4.2M Buy
88,019
+2,260
+3% +$110K 0.16% 113
2017
Q2 		$4.24M Sell
85,759
-790
-0.9% -$35K 0.17% 120
2017
Q1 		$3.77M Buy
86,549
+3,495
+4% +$142K 0.15% 122
2016
Q4 		$2.75M Buy
83,054
+28,505
+52% +$1.11M 0.11% 148
2016
Q3 		$2.7M Sell
54,549
-255
-0.5% -$13.3K 0.11% 163
2016
Q2 		$3.04M Buy
54,804
+21,472
+64% +$1.26M 0.12% 153
2016
Q1 		$1.84M Buy
33,332
+13,195
+66% +$753K 0.07% 202
2015
Q4 		$1.26M Buy
20,137
+255
+1% +$16.6K 0.05% 244
2015
Q3 		$1.32M Buy
19,882
+1,802
+10% +$139K 0.05% 256
2015
Q2 		$1.42M Buy
18,080
+3,960
+28% +$285K 0.05% 280
2015
Q1 		$1.01M Buy
+14,120
New +$906K 0.03% 313

Other funds holding ACHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 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