Commonwealth Equity Services
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Commonwealth Equity Services’s AdaptHealth AHCO Stock Holding History

Commonwealth Equity Services’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
2025
Q2 		– Sell
-52,592
Closed -$570K – 4253
2025
Q1 		$570K Buy
52,592
+2,152
+4% +$21.7K ﹤0.01% 2927
2024
Q4 		$480K Sell
50,440
-7,042
-12% -$71.3K ﹤0.01% 2984
2024
Q3 		$646K Buy
57,482
+16,286
+40% +$173K ﹤0.01% 2690
2024
Q2 		$412K Hold
41,196
– – ﹤0.01% 3011
2024
Q1 		$474K Sell
41,196
-302
-0.7% -$2.56K ﹤0.01% 2862
2023
Q4 		$303K Buy
41,498
+16
+0% +$126 ﹤0.01% 3161
2023
Q3 		$377K Buy
41,482
+9,214
+29% +$110K ﹤0.01% 2829
2023
Q2 		$393K Buy
32,268
+100
+0.3% +$1.11K ﹤0.01% 2817
2023
Q1 		$399 Buy
32,168
+140
+0.4% +$2.58K ﹤0.01% 2739
2022
Q4 		$615K Buy
32,028
+3,664
+13% +$77.5K ﹤0.01% 2308
2022
Q3 		$532K Buy
28,364
+491
+2% +$10.1K ﹤0.01% 2351
2022
Q2 		$502K Buy
27,873
+192
+0.7% +$3.12K ﹤0.01% 2396
2022
Q1 		$443K Hold
27,681
– – ﹤0.01% 2622
2021
Q4 		$677K Buy
27,681
+10
+0% +$235 ﹤0.01% 2280
2021
Q3 		$644K Buy
27,671
+4,509
+19% +$109K ﹤0.01% 2281
2021
Q2 		$634K Hold
23,162
– – ﹤0.01% 2270
2021
Q1 		$851K Buy
23,162
+6,706
+41% +$237K ﹤0.01% 1918
2020
Q4 		$618K Buy
16,456
+5,456
+50% +$169K ﹤0.01% 2002
2020
Q3 		$239K Buy
11,000
+500
+5% +$10.5K ﹤0.01% 2552
2020
Q2 		$169K Hold
10,500
– – ﹤0.01% 2666
2020
Q1 		$168K Buy
10,500
+500
+5% +$7.07K ﹤0.01% 2448
2019
Q4 		$109K Buy
+10,000
New +$99.3K ﹤0.01% 2733

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Commonwealth Equity Services's AHCO Position: Q2 2025 in Review

Commonwealth Equity Services sold out of AdaptHealth (AHCO) in Q2 2025, closing a stake of 52,592 shares — an estimated $570K sold.

Commonwealth Equity Services first reported a position in AHCO in Q4 2019 and held it in 22 quarters. The position peaked at $851K in Q1 2021. 218 funds tracked by Wall St. Rank hold AHCO as of Q2 2025.

  • Commonwealth Equity Services reported no remaining AdaptHealth position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 52,592 AdaptHealth shares in Q2 2025, an estimated $570K.
  • Commonwealth Equity Services first reported a position in AdaptHealth in Q4 2019 and held it in 22 quarters.
  • Commonwealth Equity Services's AdaptHealth position peaked at $851K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.