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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Valeo Financial Advisors's ACHC Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Acadia Healthcare (ACHC) stake by 10% in Q2 2026, selling an estimated $25.8K and leaving 8,838 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #669.

Valeo Financial Advisors first reported a position in ACHC in Q3 2018 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold ACHC as of Q2 2026.

Valeo Financial Advisors held 8,838 shares of Acadia Healthcare worth $261K as of Q2 2026.
Valeo Financial Advisors sold 1,006 Acadia Healthcare shares in Q2 2026, an estimated $25.8K.
Acadia Healthcare made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #669 holding.
Valeo Financial Advisors first reported a position in Acadia Healthcare in Q3 2018 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.