Atria Investments
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Atria Investments’s AdaptHealth AHCO Stock Holding History

Atria Investments’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
Q3 		– Sell
-15,653
Closed -$163K – 2140
2026
Q2 		$163K Buy
15,653
+1,119
+8% +$12.5K ﹤0.01% 2076
2026
Q1 		$173K Buy
+14,534
New +$149K ﹤0.01% 1994

Other funds holding AHCO

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atria Investments's AHCO Position: Q3 2026 in Review

Atria Investments sold out of AdaptHealth (AHCO) in Q3 2026, closing a stake of 15,653 shares — an estimated $163K sold.

Atria Investments first reported a position in AHCO in Q1 2026 and held it in 2 quarters. The position peaked at $173K in Q1 2026. 16 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

  • Atria Investments reported no remaining AdaptHealth position as of Q3 2026 after selling out during the quarter.
  • Atria Investments sold 15,653 AdaptHealth shares in Q3 2026, an estimated $163K.
  • Atria Investments first reported a position in AdaptHealth in Q1 2026 and held it in 2 quarters.
  • Atria Investments's AdaptHealth position peaked at $173K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.