UBS Group’s Accolade Inc ACCD Stock Holding History

UBS Group’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-105,000	Closed	-$404K	–	10588
2024 Q3	$404K	Hold	105,000	–	–	﹤0.01%	5380
2024 Q2	$376K	Hold	105,000	–	–	﹤0.01%	5216
2024 Q1	$1.1M	Hold	105,000	–	–	﹤0.01%	4527
2023 Q4	$1.26M	Sell	105,000 -58,000	-36%	-$497K	﹤0.01%	4295
2023 Q3	$1.72M	Hold	163,000	–	–	﹤0.01%	3586
2023 Q2	$2.2M	Sell	163,000 -1,500	-0.9%	-$19.5K	﹤0.01%	3434
2023 Q1	$2.37M	Buy	164,500 +6,900	+4%	+$78.1K	﹤0.01%	3248
2022 Q4	$1.23M	Buy	157,600 +110,100	+232%	+$1.05M	﹤0.01%	3882
2022 Q3	$542K	Buy	+47,500	New	+$518K	﹤0.01%	4267

Other funds holding ACCD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.