Back to ACAD
HERITAGE OAK WEALTH ADVISORS LLC → ACAD
HERITAGE OAK WEALTH ADVISORS LLC ACAD Position History
Acadia Pharmaceuticals Inc. • Healthcare
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 16.3K | — | — |
| Q2 2026 | $2.7M | 15.6K | — | — |
| Q1 2026 | $2.6M | 16.0K | — | — |
| Q4 2025 | $2.6M | 14.6K | — | — |
| Q3 2025 | $2.6M | 14.6K | — | — |
Other funds holding ACAD
$377M
$322.9M
$302.7M
$247.8M
$229.6M
$229.6M
$211.3M
$202.4M