AssetMark Inc
AHCO icon

AssetMark Inc’s AdaptHealth AHCO Stock Holding History

AssetMark Inc’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 		$82.7K Buy
6,952
+2,460
+55% +$25.2K ﹤0.01% 1604
2025
Q4 		$44.7K Sell
4,492
-942
-17% -$9K ﹤0.01% 1757
2025
Q3 		$48.6K Sell
5,434
-95
-2% -$880 ﹤0.01% 1644
2025
Q2 		$52.1K Buy
5,529
+2,581
+88% +$22.8K ﹤0.01% 1551
2025
Q1 		$32K Buy
2,948
+47
+2% +$473 ﹤0.01% 1569
2024
Q4 		$27.6K Buy
+2,901
New +$29.4K ﹤0.01% 1579

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

AssetMark Inc's AHCO Position: Q1 2026 in Review

AssetMark Inc increased its AdaptHealth (AHCO) stake by 55% in Q1 2026, buying an estimated $25.2K and bringing the position to 6,952 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

AssetMark Inc first reported a position in AHCO in Q4 2024 and has held it in 6 quarters since. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • AssetMark Inc held 6,952 shares of AdaptHealth worth $82.7K as of Q1 2026.
  • AssetMark Inc bought 2,460 AdaptHealth shares in Q1 2026, an estimated $25.2K.
  • AdaptHealth made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1604 holding.
  • AssetMark Inc first reported a position in AdaptHealth in Q4 2024 and has held it in 6 quarters since.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.