Balyasny Asset Management
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Balyasny Asset Management’s AdaptHealth AHCO Stock Holding History

Balyasny Asset 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
Q1 		$1.85M Buy
155,150
+36,208
+30% +$371K ﹤0.01% 1817
2025
Q4 		$1.18M Buy
118,942
+104,058
+699% +$994K ﹤0.01% 2110
2025
Q3 		$133K Sell
14,884
-36,853
-71% -$341K ﹤0.01% 2773
2025
Q2 		$488K Sell
51,737
-312,645
-86% -$2.76M ﹤0.01% 2300
2025
Q1 		$3.95M Buy
+364,382
New +$3.67M 0.01% 1364
2024
Q4 		– Sell
-23,610
Closed -$265K – 2684
2024
Q3 		$265K Buy
+23,610
New +$251K ﹤0.01% 2484
2024
Q2 		– Sell
-148,493
Closed -$1.71M – 2524
2024
Q1 		$1.71M Buy
148,493
+92,861
+167% +$789K ﹤0.01% 1587
2023
Q4 		$406K Buy
+55,632
New +$439K ﹤0.01% 2032

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

Balyasny Asset Management's AHCO Position: Q1 2026 in Review

Balyasny Asset Management increased its AdaptHealth (AHCO) stake by 30% in Q1 2026, buying an estimated $371K and bringing the position to 155,150 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Balyasny Asset Management first reported a position in AHCO in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.95M in Q1 2025. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Balyasny Asset Management held 155,150 shares of AdaptHealth worth $1.85M as of Q1 2026.
  • Balyasny Asset Management bought 36,208 AdaptHealth shares in Q1 2026, an estimated $371K.
  • AdaptHealth made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1817 holding.
  • Balyasny Asset Management first reported a position in AdaptHealth in Q4 2023 and has held it in 8 quarters since.
  • Balyasny Asset Management's AdaptHealth position peaked at $3.95M in Q1 2025.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.