WN
ACH

Williams & Novak’s Accendra Health ACH Stock Holding History

Williams & Novak’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 		$131K Sell
38,200
-19,510
-34% -$60.6K 0.09% 119
2026
Q1 		$143K Buy
57,710
+6,520
+13% +$15K 0.11% 110
2025
Q4 		$143K Buy
51,190
+26,440
+107% +$94.5K 0.11% 111
2025
Q3 		$119K Buy
24,750
+8,674
+54% +$55.2K 0.09% 121
2025
Q2 		$146K Buy
16,076
+4,240
+36% +$31.2K 0.12% 107
2025
Q1 		$107K Buy
+11,836
New +$125K 0.1% 103

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Williams & Novak's ACH Position: Q2 2026 in Review

Williams & Novak reduced its Accendra Health (ACH) stake by 34% in Q2 2026, selling an estimated $60.6K and leaving 38,200 shares worth $131K. The position accounts for 0.09% of the portfolio, ranked #119.

Williams & Novak first reported a position in ACH in Q1 2025 and has held it in 6 quarters since. The position peaked at $146K in Q2 2025. 139 funds tracked by Wall St. Rank hold ACH as of Q2 2026.

  • Williams & Novak held 38,200 shares of Accendra Health worth $131K as of Q2 2026.
  • Williams & Novak sold 19,510 Accendra Health shares in Q2 2026, an estimated $60.6K.
  • Accendra Health made up 0.09% of Williams & Novak's portfolio in Q2 2026, its #119 holding.
  • Williams & Novak first reported a position in Accendra Health in Q1 2025 and has held it in 6 quarters since.
  • Williams & Novak's Accendra Health position peaked at $146K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Accendra Health as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.