Carson Wealth (CWM LLC)
AHCO icon

Carson Wealth (CWM LLC)’s AdaptHealth AHCO Stock Holding History

Carson Wealth (CWM LLC)’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 		$344K Buy
28,928
+19,152
+196% +$196K ﹤0.01% 2293
2025
Q4 		$97K Sell
9,776
-2,530
-21% -$24.2K ﹤0.01% 3090
2025
Q3 		$110K Buy
12,306
+1,835
+18% +$17K ﹤0.01% 2908
2025
Q2 		$99K Buy
10,471
+9,841
+1,562% +$86.8K ﹤0.01% 2728
2025
Q1 		$7K Sell
630
-371
-37% -$3.73K ﹤0.01% 4258
2024
Q4 		$10K Sell
1,001
-1,201
-55% -$12.2K ﹤0.01% 3839
2024
Q3 		$25K Sell
2,202
-652
-23% -$6.93K ﹤0.01% 3211
2024
Q2 		$29K Buy
2,854
+828
+41% +$8.41K ﹤0.01% 2848
2024
Q1 		$23K Buy
2,026
+1,202
+146% +$10.2K ﹤0.01% 2791
2023
Q4 		$6K Buy
824
+352
+75% +$2.77K ﹤0.01% 3391
2023
Q3 		$4K Buy
+472
New +$5.66K ﹤0.01% 3521
2023
Q2 		– Sell
-167
Closed -$2K – 4145
2023
Q1 		$2K Sell
167
-229
-58% -$4.21K ﹤0.01% 3605
2022
Q4 		$8K Buy
396
+21
+6% +$444 ﹤0.01% 2900
2022
Q3 		$7K Buy
375
+360
+2,400% +$7.4K ﹤0.01% 2874
2022
Q2 		$0 Buy
+15
New +$244 ﹤0.01% 3748

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
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AHCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AdaptHealth (AHCO) stake by 196% in Q1 2026, buying an estimated $196K and bringing the position to 28,928 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Carson Wealth (CWM LLC) first reported a position in AHCO in Q2 2022 and has held it in 15 quarters since. 242 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,928 shares of AdaptHealth worth $344K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,152 AdaptHealth shares in Q1 2026, an estimated $196K.
  • AdaptHealth made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2293 holding.
  • Carson Wealth (CWM LLC) first reported a position in AdaptHealth in Q2 2022 and has held it in 15 quarters since.
  • 242 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.