Creative Planning
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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
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 $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's AHCO Position: Q1 2026 in Review

Creative Planning increased its AdaptHealth (AHCO) stake by 80% in Q1 2026, buying an estimated $134K and bringing the position to 29,406 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Creative Planning first reported a position in AHCO in Q4 2023 and has held it in 6 quarters since. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Creative Planning held 29,406 shares of AdaptHealth worth $350K as of Q1 2026.
  • Creative Planning bought 13,081 AdaptHealth shares in Q1 2026, an estimated $134K.
  • AdaptHealth made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3298 holding.
  • Creative Planning first reported a position in AdaptHealth in Q4 2023 and has held it in 6 quarters since.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.