AE Wealth Management
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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
Q2 		$182K Sell
17,502
-1,975
-10% -$22K ﹤0.01% 1751
2026
Q1 		$232K Buy
+19,477
New +$199K ﹤0.01% 1527

Other funds holding AHCO

OCA
OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deerfield Management
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AE Wealth Management's AHCO Position: Q2 2026 in Review

AE Wealth Management reduced its AdaptHealth (AHCO) stake by 10% in Q2 2026, selling an estimated $22K and leaving 17,502 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

AE Wealth Management first reported a position in AHCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $232K in Q1 2026. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • AE Wealth Management held 17,502 shares of AdaptHealth worth $182K as of Q2 2026.
  • AE Wealth Management sold 1,975 AdaptHealth shares in Q2 2026, an estimated $22K.
  • AdaptHealth made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1751 holding.
  • AE Wealth Management first reported a position in AdaptHealth in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's AdaptHealth position peaked at $232K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.