Creative Planning

Position in ACH — Accendra Health Inc/Va/

CIK 1540235 OVERLAND PARK, KS

Position in ACH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$45,297

-$310,416 QoQ

Shares Held

13,245

-82.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#90

of 138 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Creative Planning holds $103,546,787 across 5 Medical Distribution names. ACH ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp	76,258	$57,620,544
2	CAH	Cardinal Health Inc	91,658	$21,774,274
3	COR	Cencora, Inc.	67,294	$19,042,855
4	HSIC	Henry Schein Inc	60,630	$5,063,817
5	ACH	Accendra Health Inc/Va/ This page	13,245	$45,297

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,297	13,245	-82.1%	Shares	Sole	2026-08-13
2025-09-30	$355,713	74,107	+52.8%	Shares	Sole	2025-11-14
2025-06-30	$441,258	48,490	+58.1%	Shares	Sole	2025-08-08
2025-03-31	$277,022	30,678	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.