Valeo Financial Advisors’s Acadia Healthcare ACHC Stock Holding History

Valeo Financial Advisors’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
2026 Q3	$243K	Hold	8,838	–	–	0.01%	701
2026 Q2	$261K	Sell	8,838 -1,006	-10%	-$25.8K	0.01%	669
2026 Q1	$230K	Buy	+9,844	New	+$178K	0.01%	648
2021 Q2	–	Sell	-700	Closed	-$40K	–	528
2021 Q1	$40K	Hold	700	–	–	﹤0.01%	951
2020 Q4	$35K	Hold	700	–	–	﹤0.01%	888
2020 Q3	$21K	Hold	700	–	–	﹤0.01%	903
2020 Q2	$18K	Hold	700	–	–	﹤0.01%	1091
2020 Q1	$16K	Hold	700	–	–	﹤0.01%	941
2019 Q4	$23K	Hold	700	–	–	﹤0.01%	883
2019 Q3	$22K	Hold	700	–	–	﹤0.01%	818
2019 Q2	$24K	Buy	+700	New	+$22.6K	﹤0.01%	790
2018 Q4	–	Sell	-61	Closed	-$3K	–	1465
2018 Q3	$3K	Buy	+61	New	+$2.43K	﹤0.01%	1319

Other funds holding ACHC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Valeo Financial Advisors held its Acadia Healthcare (ACHC) position steady in Q3 2026 at 8,838 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #701.

Valeo Financial Advisors first reported a position in ACHC in Q3 2018 and has held it in 12 quarters since. The position peaked at $261K in Q2 2026. 155 funds tracked by Wall St. Rank hold ACHC as of Q3 2026.

Valeo Financial Advisors held 8,838 shares of Acadia Healthcare worth $243K as of Q3 2026.
Valeo Financial Advisors left its Acadia Healthcare share count unchanged in Q3 2026.
Acadia Healthcare made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #701 holding.
Valeo Financial Advisors first reported a position in Acadia Healthcare in Q3 2018 and has held it in 12 quarters since.
Valeo Financial Advisors's Acadia Healthcare position peaked at $261K in Q2 2026.
155 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2026.

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