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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return