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Cassady Schiller Wealth Management’s AdaptHealth AHCO Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		– Sell
-290
Closed -$3.26K – 1145
2024
Q3 		$3.26K Hold
290
– – ﹤0.01% 365
2024
Q2 		$2.9K Hold
290
– – ﹤0.01% 374
2024
Q1 		$3.34K Hold
290
– – ﹤0.01% 393
2023
Q4 		$2.11K Hold
290
– – ﹤0.01% 390
2023
Q3 		$2.64K Hold
290
– – ﹤0.01% 400
2023
Q2 		$3.53K Hold
290
– – ﹤0.01% 402
2023
Q1 		$3.6K Hold
290
– – ﹤0.01% 377
2022
Q4 		$5.57K Buy
+290
New +$6.13K ﹤0.01% 360

Other funds holding AHCO

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassady Schiller Wealth Management's AHCO Position: Q4 2024 in Review

Cassady Schiller Wealth Management sold out of AdaptHealth (AHCO) in Q4 2024, closing a stake of 290 shares — an estimated $3.26K sold.

Cassady Schiller Wealth Management first reported a position in AHCO in Q4 2022 and held it in 8 quarters. The position peaked at $5.57K in Q4 2022. 200 funds tracked by Wall St. Rank hold AHCO as of Q4 2024.

  • Cassady Schiller Wealth Management reported no remaining AdaptHealth position as of Q4 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 290 AdaptHealth shares in Q4 2024, an estimated $3.26K.
  • Cassady Schiller Wealth Management first reported a position in AdaptHealth in Q4 2022 and held it in 8 quarters.
  • Cassady Schiller Wealth Management's AdaptHealth position peaked at $5.57K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.