Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Acadia Healthcare ACHC Stock Holding History

Wealth Enhancement Advisory Services’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	$222K	Buy	+7,113	New	+$183K	﹤0.01%	3489
2024 Q3	–	Sell	-3,621	Closed	-$245K	–	2797
2024 Q2	$245K	Sell	3,621 -69	-2%	-$4.82K	﹤0.01%	2136
2024 Q1	$292K	Buy	3,690 +4	+0.1%	+$327	﹤0.01%	1938
2023 Q4	$287K	Buy	3,686 +240	+7%	+$17.8K	﹤0.01%	1851
2023 Q3	$242K	Buy	+3,446	New	+$257K	﹤0.01%	1872

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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