AWM
AHCO icon

AE Wealth Management’s AdaptHealth AHCO Stock Holding History

AE Wealth Management’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
Q1 		$232K Buy
+19,477
New +$199K ﹤0.01% 1527

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's AHCO Position: Q1 2026 in Review

AE Wealth Management opened a new position in AdaptHealth (AHCO) in Q1 2026: 19,477 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1527 among its holdings.

241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • AE Wealth Management held 19,477 shares of AdaptHealth worth $232K as of Q1 2026.
  • AdaptHealth was a new AE Wealth Management position in Q1 2026.
  • AdaptHealth made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1527 holding.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.