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Cliff Asness’s AdaptHealth AHCO Stock Holding History

Cliff Asness’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 		$7.94M Sell
761,857
-204,562
-21% -$2.28M ﹤0.01% 1716
2026
Q1 		$11.5M Buy
966,419
+444,816
+85% +$4.55M 0.01% 1275
2025
Q4 		$5.2M Buy
521,603
+22,952
+5% +$219K ﹤0.01% 1552
2025
Q3 		$4.46M Buy
498,651
+75,084
+18% +$695K ﹤0.01% 1523
2025
Q2 		$3.99M Buy
423,567
+166,359
+65% +$1.47M ﹤0.01% 1412
2025
Q1 		$2.79M Sell
257,208
-646
-0.3% -$6.5K ﹤0.01% 1427
2024
Q4 		$2.45M Buy
257,854
+13,510
+6% +$137K ﹤0.01% 1424
2024
Q3 		$2.74M Sell
244,344
-265,952
-52% -$2.83M ﹤0.01% 1342
2024
Q2 		$5.1M Sell
510,296
-275,538
-35% -$2.8M 0.01% 1014
2024
Q1 		$9.04M Buy
785,834
+371,888
+90% +$3.16M 0.02% 748
2023
Q4 		$3.02M Sell
413,946
-9,335
-2% -$73.6K 0.01% 1167
2023
Q3 		$3.85M Buy
423,281
+152,832
+57% +$1.83M 0.01% 1034
2023
Q2 		$3.29M Buy
270,449
+173,274
+178% +$1.93M 0.01% 1074
2023
Q1 		$1.21M Buy
97,175
+60,211
+163% +$1.11M ﹤0.01% 1475
2022
Q4 		$710K Buy
36,964
+25,149
+213% +$532K ﹤0.01% 1685
2022
Q3 		$222K Buy
+11,815
New +$243K ﹤0.01% 2021
2021
Q4 		– Sell
-11,060
Closed -$258K – 2193
2021
Q3 		$258K Sell
11,060
-13,988
-56% -$338K ﹤0.01% 2081
2021
Q2 		$687K Sell
25,048
-4,904
-16% -$140K ﹤0.01% 1753
2021
Q1 		$1.1M Buy
29,952
+16,495
+123% +$583K ﹤0.01% 1512
2020
Q4 		$505K Buy
+13,457
New +$416K ﹤0.01% 1779

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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Cliff Asness's AHCO Position: Q2 2026 in Review

Cliff Asness reduced its AdaptHealth (AHCO) stake by 21% in Q2 2026, selling an estimated $2.28M and leaving 761,857 shares worth $7.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Cliff Asness first reported a position in AHCO in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.5M in Q1 2026. 236 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Cliff Asness held 761,857 shares of AdaptHealth worth $7.94M as of Q2 2026.
  • Cliff Asness sold 204,562 AdaptHealth shares in Q2 2026, an estimated $2.28M.
  • AdaptHealth made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1716 holding.
  • Cliff Asness first reported a position in AdaptHealth in Q4 2020 and has held it in 20 quarters since.
  • Cliff Asness's AdaptHealth position peaked at $11.5M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.