Bank of Montreal
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Bank of Montreal’s AdaptHealth AHCO Stock Holding History

Bank of Montreal’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 		$195K Sell
18,757
-1,790
-9% -$20K ﹤0.01% 3014
2026
Q1 		$245K Buy
20,547
+603
+3% +$6.17K ﹤0.01% 2815
2025
Q4 		$199K Buy
19,944
+290
+1% +$2.77K ﹤0.01% 2851
2025
Q3 		$176K Sell
19,654
-13,676
-41% -$127K ﹤0.01% 2814
2025
Q2 		$314K Sell
33,330
-1,342
-4% -$11.8K ﹤0.01% 2562
2025
Q1 		$376K Buy
34,672
+6,114
+21% +$61.5K ﹤0.01% 2371
2024
Q4 		$272K Buy
28,558
+3,299
+13% +$33.4K ﹤0.01% 2601
2024
Q3 		$281K Sell
25,259
-51,860
-67% -$551K ﹤0.01% 2818
2024
Q2 		$773K Buy
77,119
+55,448
+256% +$563K ﹤0.01% 2168
2024
Q1 		$250K Sell
21,671
-17,607
-45% -$150K ﹤0.01% 2901
2023
Q4 		$289K Buy
39,278
+10,443
+36% +$82.3K ﹤0.01% 2886
2023
Q3 		$346K Buy
28,835
+8,678
+43% +$104K ﹤0.01% 2702
2023
Q2 		$247K Buy
20,157
+9,643
+92% +$107K ﹤0.01% 3085
2023
Q1 		$231K Buy
+10,514
New +$193K ﹤0.01% 2928
2022
Q3 		– Sell
-283,413
Closed -$5.32K – 4045
2022
Q2 		$5.32K Buy
+283,413
New +$4.6M ﹤0.01% 1391
2021
Q2 		– Sell
-2,210
Closed -$83K – 3656
2021
Q1 		$83K Sell
2,210
-1,660
-43% -$58.6K ﹤0.01% 3474
2020
Q4 		$144K Buy
3,870
+2,712
+234% +$83.9K ﹤0.01% 3385
2020
Q3 		$28K Buy
1,158
+525
+83% +$11K ﹤0.01% 3669
2020
Q2 		$12K Buy
+633
New +$10.6K ﹤0.01% 4069

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
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Bank of Montreal's AHCO Position: Q2 2026 in Review

Bank of Montreal reduced its AdaptHealth (AHCO) stake by 8.7% in Q2 2026, selling an estimated $20K and leaving 18,757 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Bank of Montreal first reported a position in AHCO in Q2 2020 and has held it in 19 quarters since. The position peaked at $773K in Q2 2024. 200 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Bank of Montreal held 18,757 shares of AdaptHealth worth $195K as of Q2 2026.
  • Bank of Montreal sold 1,790 AdaptHealth shares in Q2 2026, an estimated $20K.
  • AdaptHealth made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3014 holding.
  • Bank of Montreal first reported a position in AdaptHealth in Q2 2020 and has held it in 19 quarters since.
  • Bank of Montreal's AdaptHealth position peaked at $773K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.