Blue Trust Inc’s AdaptHealth AHCO Stock Holding History

Blue Trust Inc’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	$1.35K	Buy	+239	New	+$1.8K	﹤0.01%	2120
2026 Q1	–	Sell	-69	Closed	-$687	–	2509
2025 Q4	$687	Buy	+69	New	+$659	﹤0.01%	2344
2025 Q3	–	Sell	-5,903	Closed	-$55.7K	–	2568
2025 Q2	$55.7K	Buy	5,903 +977	+20%	+$8.62K	﹤0.01%	1414
2025 Q1	$53.4K	Sell	4,926 -66	-1%	-$664	﹤0.01%	1320
2024 Q4	$47.5K	Buy	4,992 +361	+8%	+$3.65K	﹤0.01%	1346
2024 Q3	$46.3K	Sell	4,631 -3,889	-46%	-$41.3K	﹤0.01%	1601
2024 Q2	$98.1K	Buy	+8,520	New	+$86.6K	﹤0.01%	986
2023 Q2	–	Sell	-157	Closed	-$3K	–	2001
2023 Q1	$3K	Buy	157 +143	+1,021%	+$2.63K	﹤0.01%	1893
2022 Q4	$0	Buy	+14	New	+$296	﹤0.01%	2201

Other funds holding AHCO

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Blue Trust Inc's AHCO Position: Q3 2026 in Review

Blue Trust Inc opened a new position in AdaptHealth (AHCO) in Q3 2026: 239 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in AHCO as recently as Q4 2025.

Blue Trust Inc first reported a position in AHCO in Q4 2022 and has held it in 9 quarters since. The position peaked at $98.1K in Q2 2024. 16 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

Blue Trust Inc held 239 shares of AdaptHealth worth $1.35K as of Q3 2026.
AdaptHealth was a new Blue Trust Inc position in Q3 2026.
AdaptHealth made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2120 holding.
Blue Trust Inc first reported a position in AdaptHealth in Q4 2022 and has held it in 9 quarters since.
Blue Trust Inc's AdaptHealth position peaked at $98.1K in Q2 2024.
16 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.