True Wealth Design’s Accendra Health ACH Stock Holding History

True Wealth Design’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	$45	Hold	13	–	–	﹤0.01%	2601
2026 Q1	$30	Sell	13 -771	-98%	-$1.77K	﹤0.01%	2608
2025 Q4	$2.2K	Buy	+784	New	+$2.8K	﹤0.01%	1419
2025 Q3	–	Sell	-552	Closed	-$5.02K	–	2834
2025 Q2	$5.02K	Buy	552 +394	+249%	+$2.9K	﹤0.01%	803
2025 Q1	$1.43K	Buy	158 +125	+379%	+$1.32K	﹤0.01%	1130
2024 Q4	$432	Buy	+33	New	+$440	﹤0.01%	1119

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

True Wealth Design's ACH Position: Q2 2026 in Review

True Wealth Design held its Accendra Health (ACH) position steady in Q2 2026 at 13 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

True Wealth Design first reported a position in ACH in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.02K in Q2 2025. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

True Wealth Design held 13 shares of Accendra Health worth $45 as of Q2 2026.
True Wealth Design left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2601 holding.
True Wealth Design first reported a position in Accendra Health in Q4 2024 and has held it in 6 quarters since.
True Wealth Design's Accendra Health position peaked at $5.02K in Q2 2025.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.