Waldron Private Wealth’s Accendra Health ACH Stock Holding History

Waldron Private Wealth’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.9K	Hold	18,684	–	–	﹤0.01%	349
2026 Q1	$42.6K	Hold	18,684	–	–	﹤0.01%	340
2025 Q4	$52.3K	Hold	18,684	–	–	﹤0.01%	322
2025 Q3	$89.7K	Hold	18,684	–	–	﹤0.01%	309
2025 Q2	$170K	Sell	18,684 -5,074	-21%	-$37.4K	0.01%	292
2025 Q1	$215K	Sell	23,758 -7,292	-23%	-$77K	0.01%	276
2024 Q4	$406K	Buy	+31,050	New	+$414K	0.02%	283

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Waldron Private Wealth's ACH Position: Q2 2026 in Review

Waldron Private Wealth held its Accendra Health (ACH) position steady in Q2 2026 at 18,684 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Waldron Private Wealth first reported a position in ACH in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q4 2024. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

Waldron Private Wealth held 18,684 shares of Accendra Health worth $63.9K as of Q2 2026.
Waldron Private Wealth left its Accendra Health share count unchanged in Q2 2026.
Accendra Health made up ﹤0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #349 holding.
Waldron Private Wealth first reported a position in Accendra Health in Q4 2024 and has held it in 7 quarters since.
Waldron Private Wealth's Accendra Health position peaked at $406K in Q4 2024.
139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.