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Clearstead Advisors’s AdaptHealth AHCO Stock Holding History

Clearstead Advisors’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 		$188 Buy
+18
New +$201 ﹤0.01% 3221
2025
Q4 		– Sell
-134
Closed -$1.2K – 2748
2025
Q3 		$1.2K Buy
+134
New +$1.24K ﹤0.01% 2583

Other funds holding AHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's AHCO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AdaptHealth (AHCO) in Q2 2026: 18 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #3221 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AHCO as recently as Q3 2025.

Clearstead Advisors first reported a position in AHCO in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.2K in Q3 2025. 79 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Clearstead Advisors held 18 shares of AdaptHealth worth $188 as of Q2 2026.
  • AdaptHealth was a new Clearstead Advisors position in Q2 2026.
  • AdaptHealth made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3221 holding.
  • Clearstead Advisors first reported a position in AdaptHealth in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's AdaptHealth position peaked at $1.2K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.