SPL
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Superior Planning, LLC’s AdaptHealth AHCO Stock Holding History

Superior Planning, LLC’s Portfolio AHCO Stock Details AHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265 Buy
+47
New +$355 ﹤0.01% 2003

Other funds holding AHCO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Edgestream Partners
Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Superior Planning, LLC's AHCO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AdaptHealth (AHCO) in Q3 2026: 47 shares worth $265. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings.

145 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

  • Superior Planning, LLC held 47 shares of AdaptHealth worth $265 as of Q3 2026.
  • AdaptHealth was a new Superior Planning, LLC position in Q3 2026.
  • AdaptHealth made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2003 holding.
  • 145 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.