WealthCollab’s Accendra Health ACH Stock Holding History

WealthCollab’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
2025 Q2	–	Sell	-258	Closed	-$2.33K	–	999
2025 Q1	$2.33K	Buy	258 +189	+274%	+$2K	﹤0.01%	748
2024 Q4	$902	Buy	+69	New	+$920	﹤0.01%	825

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WealthCollab's ACH Position: Q2 2025 in Review

WealthCollab sold out of Accendra Health (ACH) in Q2 2025, closing a stake of 258 shares — an estimated $2.33K sold.

WealthCollab first reported a position in ACH in Q4 2024 and held it in 2 quarters. The position peaked at $2.33K in Q1 2025. 234 funds tracked by Wall St. Rank hold ACH as of Q2 2025.

WealthCollab reported no remaining Accendra Health position as of Q2 2025 after selling out during the quarter.
WealthCollab sold 258 Accendra Health shares in Q2 2025, an estimated $2.33K.
WealthCollab first reported a position in Accendra Health in Q4 2024 and held it in 2 quarters.
WealthCollab's Accendra Health position peaked at $2.33K in Q1 2025.
234 funds tracked by Wall St. Rank held Accendra Health as of Q2 2025.

Based on WealthCollab's 13F filing for Q2 2025, filed 15 Aug 2025.