Bayesian Capital Management’s AdaptHealth AHCO Stock Holding History

Bayesian Capital 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
2025 Q4	–	Sell	-16,400	Closed	-$147K	–	125
2025 Q3	$147K	Buy	+16,400	New	+$152K	0.03%	478
2024 Q4	–	Sell	-18,716	Closed	-$210K	–	664
2024 Q3	$210K	Buy	+18,716	New	+$199K	0.02%	553
2024 Q2	–	Sell	-36,343	Closed	-$418K	–	701
2024 Q1	$418K	Buy	+36,343	New	+$309K	0.04%	476
2023 Q4	–	Sell	-14,600	Closed	-$133K	–	716
2023 Q3	$133K	Buy	+14,600	New	+$175K	0.02%	585
2023 Q1	–	Sell	-20,139	Closed	-$387K	–	755
2022 Q4	$387K	Buy	+20,139	New	+$426K	0.06%	419
2022 Q3	–	Sell	-12,039	Closed	-$217K	–	677
2022 Q2	$217K	Sell	12,039 -5,400	-31%	-$87.7K	0.04%	595
2022 Q1	$280K	Buy	+17,439	New	+$314K	0.04%	541
2021 Q2	–	Sell	-10,300	Closed	-$379K	–	391
2021 Q1	$379K	Buy	+10,300	New	+$364K	0.09%	296

Other funds holding AHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Bayesian Capital Management's AHCO Position: Q4 2025 in Review

Bayesian Capital Management sold out of AdaptHealth (AHCO) in Q4 2025, closing a stake of 16,400 shares — an estimated $147K sold.

Bayesian Capital Management first reported a position in AHCO in Q1 2021 and held it in 8 quarters. The position peaked at $418K in Q1 2024. 231 funds tracked by Wall St. Rank hold AHCO as of Q4 2025.

Bayesian Capital Management reported no remaining AdaptHealth position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 16,400 AdaptHealth shares in Q4 2025, an estimated $147K.
Bayesian Capital Management first reported a position in AdaptHealth in Q1 2021 and held it in 8 quarters.
Bayesian Capital Management's AdaptHealth position peaked at $418K in Q1 2024.
231 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.