Allworth Financial
AHCO icon

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
Q2 		$15.7K Sell
1,506
-574
-28% -$6.41K ﹤0.01% 3385
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 $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

Allworth Financial's AHCO Position: Q2 2026 in Review

Allworth Financial reduced its AdaptHealth (AHCO) stake by 28% in Q2 2026, selling an estimated $6.41K and leaving 1,506 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Allworth Financial first reported a position in AHCO in Q2 2022 and has held it in 16 quarters since. The position peaked at $24.8K in Q1 2026. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Allworth Financial held 1,506 shares of AdaptHealth worth $15.7K as of Q2 2026.
  • Allworth Financial sold 574 AdaptHealth shares in Q2 2026, an estimated $6.41K.
  • AdaptHealth made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3385 holding.
  • Allworth Financial first reported a position in AdaptHealth in Q2 2022 and has held it in 16 quarters since.
  • Allworth Financial's AdaptHealth position peaked at $24.8K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.