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Allworth Financial’s AdaptHealth AHCO Stock Holding History

Allworth Financial’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 		$24.8K Buy
2,080
+1,309
+170% +$13.4K ﹤0.01% 2834
2025
Q4 		$7.68K Buy
771
+40
+5% +$382 ﹤0.01% 3437
2025
Q3 		$6.54K Buy
731
+207
+40% +$1.92K ﹤0.01% 3391
2025
Q2 		$4.94K Buy
524
+283
+117% +$2.5K ﹤0.01% 3265
2025
Q1 		$1.94K Buy
241
+13
+6% +$131 ﹤0.01% 3233
2024
Q4 		$2.32K Sell
228
-32
-12% -$324 ﹤0.01% 3106
2024
Q3 		$2.92K Buy
260
+32
+14% +$340 ﹤0.01% 2794
2024
Q2 		$2.43K Hold
228
– – ﹤0.01% 2838
2024
Q1 		$2.63K Sell
228
-203
-47% -$1.72K ﹤0.01% 2709
2023
Q4 		$3.14K Buy
431
+298
+224% +$2.35K ﹤0.01% 2467
2023
Q3 		$1.21K Buy
133
+32
+32% +$384 ﹤0.01% 2765
2023
Q2 		$1.23K Buy
101
+23
+29% +$256 ﹤0.01% 2662
2023
Q1 		$970 Buy
+78
New +$1.44K ﹤0.01% 2680
2022
Q4 		– Sell
-15
Closed – – 2997
2022
Q3 		$0 Hold
15
– – ﹤0.01% 2619
2022
Q2 		$0 Buy
+15
New +$244 ﹤0.01% 2348

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

Allworth Financial's AHCO Position: Q1 2026 in Review

Allworth Financial increased its AdaptHealth (AHCO) stake by 170% in Q1 2026, buying an estimated $13.4K and bringing the position to 2,080 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Allworth Financial first reported a position in AHCO in Q2 2022 and has held it in 15 quarters since. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Allworth Financial held 2,080 shares of AdaptHealth worth $24.8K as of Q1 2026.
  • Allworth Financial bought 1,309 AdaptHealth shares in Q1 2026, an estimated $13.4K.
  • AdaptHealth made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2834 holding.
  • Allworth Financial first reported a position in AdaptHealth in Q2 2022 and has held it in 15 quarters since.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.