Zurich Cantonal Bank’s Accendra Health ACH Stock Holding History

Zurich Cantonal Bank’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 Q4	–	Sell	-37,229	Closed	-$179K	–	3213
2025 Q3	$179K	Buy	37,229 +13,828	+59%	+$88K	﹤0.01%	2242
2025 Q2	$213K	Hold	23,401	–	–	﹤0.01%	2106
2025 Q1	$211K	Buy	23,401 +8,037	+52%	+$84.9K	﹤0.01%	2078
2024 Q4	$201K	Hold	15,364	–	–	﹤0.01%	2148
2024 Q3	$241K	Hold	15,364	–	–	﹤0.01%	2011
2024 Q2	$207K	Buy	15,364 +1,630	+12%	+$33.4K	﹤0.01%	2025
2024 Q1	$381K	Sell	13,734 -3,315	-19%	-$73.6K	﹤0.01%	1655
2023 Q4	$329K	Hold	17,049	–	–	﹤0.01%	1783
2023 Q3	$276K	Buy	17,049 +4,304	+34%	+$76.4K	﹤0.01%	1763
2023 Q2	$243K	Hold	12,745	–	–	﹤0.01%	1794
2023 Q1	$185K	Hold	12,745	–	–	﹤0.01%	1916
2022 Q4	$249K	Buy	12,745 +2,919	+30%	+$56.9K	﹤0.01%	1697
2022 Q3	$237K	Hold	9,826	–	–	﹤0.01%	1645
2022 Q2	$309K	Hold	9,826	–	–	﹤0.01%	1539
2022 Q1	$433K	Hold	9,826	–	–	﹤0.01%	1421
2021 Q4	$427K	Buy	9,826 +2,927	+42%	+$115K	﹤0.01%	1569
2021 Q3	$216K	Hold	6,899	–	–	﹤0.01%	1872
2021 Q2	$292K	Buy	6,899 +1,869	+37%	+$72.7K	﹤0.01%	1565
2021 Q1	$189K	Sell	5,030 -4,928	-49%	-$154K	﹤0.01%	1810
2020 Q4	$269K	Buy	9,958 +1,630	+20%	+$41.9K	﹤0.01%	1654
2020 Q3	$209K	Hold	8,328	–	–	﹤0.01%	1558
2020 Q2	$63K	Hold	8,328	–	–	﹤0.01%	2141
2020 Q1	$76K	Sell	8,328 -3,774	-31%	-$22.8K	﹤0.01%	1754
2019 Q4	$63K	Buy	+12,102	New	+$77.7K	﹤0.01%	2012
2019 Q2	–	Sell	-3,625	Closed	-$15K	–	2623
2019 Q1	$15K	Hold	3,625	–	–	﹤0.01%	2476
2018 Q4	$23K	Hold	3,625	–	–	﹤0.01%	2409
2018 Q3	$60K	Hold	3,625	–	–	﹤0.01%	2046
2018 Q2	$61K	Hold	3,625	–	–	﹤0.01%	1991
2018 Q1	$56K	Sell	3,625 -24,117	-87%	-$430K	﹤0.01%	1984
2017 Q4	$524K	Sell	27,742 -955	-3%	-$21.2K	﹤0.01%	862
2017 Q3	$838K	Buy	28,697 +26,171	+1,036%	+$773K	0.01%	802
2017 Q2	$81K	Buy	2,526 +287	+13%	+$9.42K	﹤0.01%	1493
2017 Q1	$77K	Hold	2,239	–	–	﹤0.01%	1523
2016 Q4	$79K	Hold	2,239	–	–	﹤0.01%	1450
2016 Q3	$78K	Buy	2,239 +249	+13%	+$8.72K	﹤0.01%	1412
2016 Q2	$74K	Hold	1,990	–	–	﹤0.01%	1310
2016 Q1	$80K	Buy	1,990 +595	+43%	+$22.2K	﹤0.01%	1244
2015 Q4	$50K	Buy	1,395 +474	+51%	+$17.1K	﹤0.01%	1449
2015 Q3	$29K	Buy	921 +739	+406%	+$25.2K	﹤0.01%	1375
2015 Q2	$6K	Hold	182	–	–	﹤0.01%	1784
2015 Q1	$6K	Buy	+182	New	+$6.34K	﹤0.01%	1750

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Zurich Cantonal Bank's ACH Position: Q4 2025 in Review

Zurich Cantonal Bank sold out of Accendra Health (ACH) in Q4 2025, closing a stake of 37,229 shares — an estimated $179K sold.

Zurich Cantonal Bank first reported a position in ACH in Q1 2015 and held it in 41 quarters. The position peaked at $838K in Q3 2017. 168 funds tracked by Wall St. Rank hold ACH as of Q4 2025.

Zurich Cantonal Bank reported no remaining Accendra Health position as of Q4 2025 after selling out during the quarter.
Zurich Cantonal Bank sold 37,229 Accendra Health shares in Q4 2025, an estimated $179K.
Zurich Cantonal Bank first reported a position in Accendra Health in Q1 2015 and held it in 41 quarters.
Zurich Cantonal Bank's Accendra Health position peaked at $838K in Q3 2017.
168 funds tracked by Wall St. Rank held Accendra Health as of Q4 2025.

Based on Zurich Cantonal Bank's 13F filing for Q4 2025, filed 27 Jan 2026.