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Beacon Investment Advisory Services’s AdaptHealth AHCO Stock Holding History

Beacon Investment Advisory Services’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 		$107K Hold
10,271
– – ﹤0.01% 333
2026
Q1 		$122K Hold
10,271
– – 0.01% 306
2025
Q4 		$102K Hold
10,271
– – ﹤0.01% 261
2025
Q3 		$91.9K Hold
10,271
– – ﹤0.01% 254
2025
Q2 		$96.9K Hold
10,271
– – ﹤0.01% 249
2025
Q1 		$111K Hold
10,271
– – 0.01% 235
2024
Q4 		$97.8K Hold
10,271
– – ﹤0.01% 249
2024
Q3 		$115K Hold
10,271
– – ﹤0.01% 253
2024
Q2 		$103K Hold
10,271
– – ﹤0.01% 259
2024
Q1 		$118K Buy
+10,271
New +$87.2K 0.01% 263

Other funds holding AHCO

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beacon Investment Advisory Services's AHCO Position: Q2 2026 in Review

Beacon Investment Advisory Services held its AdaptHealth (AHCO) position steady in Q2 2026 at 10,271 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Beacon Investment Advisory Services first reported a position in AHCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $122K in Q1 2026. 16 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Beacon Investment Advisory Services held 10,271 shares of AdaptHealth worth $107K as of Q2 2026.
  • Beacon Investment Advisory Services left its AdaptHealth share count unchanged in Q2 2026.
  • AdaptHealth made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #333 holding.
  • Beacon Investment Advisory Services first reported a position in AdaptHealth in Q1 2024 and has held it in 10 quarters since.
  • Beacon Investment Advisory Services's AdaptHealth position peaked at $122K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.