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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
Q2 		$10.7M Buy
1,026,456
+168,944
+20% +$1.89M 0.23% 106
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 $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

CSM Advisors's AHCO Position: Q2 2026 in Review

CSM Advisors increased its AdaptHealth (AHCO) stake by 20% in Q2 2026, buying an estimated $1.89M and bringing the position to 1,026,456 shares worth $10.7M. The position accounts for 0.23% of the portfolio, ranked #106.

CSM Advisors first reported a position in AHCO in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • CSM Advisors held 1,026,456 shares of AdaptHealth worth $10.7M as of Q2 2026.
  • CSM Advisors bought 168,944 AdaptHealth shares in Q2 2026, an estimated $1.89M.
  • AdaptHealth made up 0.23% of CSM Advisors's portfolio in Q2 2026, its #106 holding.
  • CSM Advisors first reported a position in AdaptHealth in Q2 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.