Wealth Enhancement Advisory Services
ACH

Wealth Enhancement Advisory Services’s Accendra Health ACH Stock Holding History

Wealth Enhancement Advisory Services’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 		$65.1K Buy
+19,022
New +$59.1K ﹤0.01% 3877
2026
Q1 		– Sell
-11,048
Closed -$21.1K – 3793
2025
Q4 		$21.1K Buy
+11,048
New +$39.5K ﹤0.01% 3586
2023
Q2 		– Sell
-61,305
Closed -$892K – 557
2023
Q1 		$892K Buy
+61,305
New +$1.1M 0.01% 318

Other funds holding ACH

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Accendra Health (ACH) in Q2 2026: 19,022 shares worth $65.1K. The stake represents ﹤0.01% of the portfolio and ranks #3877 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ACH as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ACH in Q1 2023 and has held it in 3 quarters since. The position peaked at $892K in Q1 2023. 16 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,022 shares of Accendra Health worth $65.1K as of Q2 2026.
  • Accendra Health was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Accendra Health made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3877 holding.
  • Wealth Enhancement Advisory Services first reported a position in Accendra Health in Q1 2023 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Accendra Health position peaked at $892K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.