CA
AHCO icon

CSM Advisors’s AdaptHealth AHCO Stock Holding History

CSM 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
Q1 		$10.2M Buy
857,512
+76,164
+10% +$779K 0.25% 98
2025
Q4 		$7.78M Buy
781,348
+39,013
+5% +$373K 0.21% 101
2025
Q3 		$6.64M Buy
742,335
+90,258
+14% +$836K 0.19% 126
2025
Q2 		$6.15M Buy
+652,077
New +$5.75M 0.18% 141

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

CSM Advisors's AHCO Position: Q1 2026 in Review

CSM Advisors increased its AdaptHealth (AHCO) stake by 9.7% in Q1 2026, buying an estimated $779K and bringing the position to 857,512 shares worth $10.2M. The position accounts for 0.25% of the portfolio, ranked #98.

CSM Advisors first reported a position in AHCO in Q2 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • CSM Advisors held 857,512 shares of AdaptHealth worth $10.2M as of Q1 2026.
  • CSM Advisors bought 76,164 AdaptHealth shares in Q1 2026, an estimated $779K.
  • AdaptHealth made up 0.25% of CSM Advisors's portfolio in Q1 2026, its #98 holding.
  • CSM Advisors first reported a position in AdaptHealth in Q2 2025 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.