UBS Group’s Accolade Inc ACCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,213
| Closed | -$378K | – | 11194 |
|
|
2025
Q1 | $378K | Sell |
54,213
-204,563
| -79% | -$1.37M | ﹤0.01% | 6078 |
|
|
2024
Q4 | $885K | Buy |
258,776
+116,936
| +82% | +$415K | ﹤0.01% | 5404 |
|
|
2024
Q3 | $546K | Buy |
141,840
+4,729
| +3% | +$18.5K | ﹤0.01% | 5165 |
|
|
2024
Q2 | $491K | Buy |
137,111
+23,968
| +21% | +$182K | ﹤0.01% | 5019 |
|
|
2024
Q1 | $1.19M | Buy |
113,143
+6,955
| +7% | +$79.1K | ﹤0.01% | 4469 |
|
|
2023
Q4 | $1.28M | Sell |
106,188
-57,463
| -35% | -$492K | ﹤0.01% | 4283 |
|
|
2023
Q3 | $1.73M | Buy |
163,651
+65,579
| +67% | +$860K | ﹤0.01% | 3580 |
|
|
2023
Q2 | $1.32M | Sell |
98,072
-41,936
| -30% | -$545K | ﹤0.01% | 3971 |
|
|
2023
Q1 | $2.01M | Sell |
140,008
-31,914
| -19% | -$361K | ﹤0.01% | 3425 |
|
|
2022
Q4 | $1.34M | Buy |
171,922
+82,518
| +92% | +$788K | ﹤0.01% | 3791 |
|
|
2022
Q3 | $1.02M | Buy |
89,404
+79,689
| +820% | +$869K | ﹤0.01% | 3740 |
|
|
2022
Q2 | $72K | Sell |
9,715
-24,554
| -72% | -$215K | ﹤0.01% | 5663 |
|
|
2022
Q1 | $602K | Sell |
34,269
-26,346
| -43% | -$485K | ﹤0.01% | 4557 |
|
|
2021
Q4 | $1.6M | Buy |
60,615
+30,665
| +102% | +$1M | ﹤0.01% | 3943 |
|
|
2021
Q3 | $1.26M | Buy |
29,950
+1,994
| +7% | +$93.7K | ﹤0.01% | 3988 |
|
|
2021
Q2 | $1.52M | Sell |
27,956
-20,884
| -43% | -$1.01M | ﹤0.01% | 3822 |
|
|
2021
Q1 | $2.22M | Buy |
48,840
+10,390
| +27% | +$500K | ﹤0.01% | 3468 |
|
|
2020
Q4 | $1.67M | Sell |
38,450
-12,281
| -24% | -$545K | ﹤0.01% | 3559 |
|
|
2020
Q3 | $1.97M | Buy |
+50,731
| New | +$1.75M | ﹤0.01% | 3055 |
|
Other funds holding ACCD
UBS Group's ACCD Position: Q2 2025 in Review
UBS Group sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 54,213 shares — an estimated $378K sold.
UBS Group first reported a position in ACCD in Q3 2020 and held it in 19 quarters. The position peaked at $2.22M in Q1 2021. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.
- UBS Group reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
- UBS Group sold 54,213 Accolade Inc shares in Q2 2025, an estimated $378K.
- UBS Group first reported a position in Accolade Inc in Q3 2020 and held it in 19 quarters.
- UBS Group's Accolade Inc position peaked at $2.22M in Q1 2021.
- 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.
Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.