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Valeo Financial Advisors’s Acadia Pharmaceuticals ACAD Stock Holding History

Valeo Financial Advisors’s Portfolio ACAD Stock Details ACAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$424K Buy
+21,033
New +$565K 0.01% 509
2021
Q2 		– Sell
-231
Closed -$6K – 525
2021
Q1 		$6K Buy
231
+165
+250% +$7.26K ﹤0.01% 1487
2020
Q4 		$4K Hold
66
– – ﹤0.01% 1393
2020
Q3 		$3K Buy
+66
New +$2.85K ﹤0.01% 1326
2019
Q2 		– Sell
-1,000
Closed -$27K – 1538
2019
Q1 		$27K Buy
+1,000
New +$23.4K ﹤0.01% 691

Other funds holding ACAD

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Valeo Financial Advisors's ACAD Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Acadia Pharmaceuticals (ACAD) in Q3 2026: 21,033 shares worth $424K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in ACAD as recently as Q1 2021.

Valeo Financial Advisors first reported a position in ACAD in Q1 2019 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold ACAD as of Q3 2026.

  • Valeo Financial Advisors held 21,033 shares of Acadia Pharmaceuticals worth $424K as of Q3 2026.
  • Acadia Pharmaceuticals was a new Valeo Financial Advisors position in Q3 2026.
  • Acadia Pharmaceuticals made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #509 holding.
  • Valeo Financial Advisors first reported a position in Acadia Pharmaceuticals in Q1 2019 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Acadia Pharmaceuticals as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.