Creative Planning
AHCO icon

Creative Planning’s AdaptHealth AHCO Stock Holding History

Creative Planning’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 		$159K Sell
15,271
-14,135
-48% -$158K ﹤0.01% 3945
2026
Q1 		$350K Buy
29,406
+13,081
+80% +$134K ﹤0.01% 3298
2025
Q4 		$163K Buy
+16,325
New +$156K ﹤0.01% 3612
2025
Q1 		– Sell
-1,712
Closed -$16.3K – 3466
2024
Q4 		$16.3K Sell
1,712
-15,067
-90% -$152K ﹤0.01% 3356
2024
Q3 		$188K Buy
16,779
+170
+1% +$1.81K ﹤0.01% 2861
2024
Q2 		$166K Buy
+16,609
New +$169K ﹤0.01% 2728
2024
Q1 		– Sell
-14,539
Closed -$106K – 2920
2023
Q4 		$106K Buy
+14,539
New +$115K ﹤0.01% 2563

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

Creative Planning's AHCO Position: Q2 2026 in Review

Creative Planning reduced its AdaptHealth (AHCO) stake by 48% in Q2 2026, selling an estimated $158K and leaving 15,271 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

Creative Planning first reported a position in AHCO in Q4 2023 and has held it in 7 quarters since. The position peaked at $350K in Q1 2026. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Creative Planning held 15,271 shares of AdaptHealth worth $159K as of Q2 2026.
  • Creative Planning sold 14,135 AdaptHealth shares in Q2 2026, an estimated $158K.
  • AdaptHealth made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3945 holding.
  • Creative Planning first reported a position in AdaptHealth in Q4 2023 and has held it in 7 quarters since.
  • Creative Planning's AdaptHealth position peaked at $350K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.