Wealth Enhancement Advisory Services’s Accolade Inc ACCD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,546	Closed	-$115K	–	3515
2025 Q1	$115K	Buy	16,546 +2,552	+18%	+$17.1K	﹤0.01%	2739
2024 Q4	$47.9K	Buy	+13,994	New	+$49.7K	﹤0.01%	2869

Other funds holding ACCD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACCD Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 16,546 shares — an estimated $115K sold.

Wealth Enhancement Advisory Services first reported a position in ACCD in Q4 2024 and held it in 2 quarters. The position peaked at $115K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 16,546 Accolade Inc shares in Q2 2025, an estimated $115K.
Wealth Enhancement Advisory Services first reported a position in Accolade Inc in Q4 2024 and held it in 2 quarters.
Wealth Enhancement Advisory Services's Accolade Inc position peaked at $115K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.