CSM Advisors
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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
Q3 		$6.07M Buy
1,076,275
+49,819
+5% +$376K 0.13% 177
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
SkyKnight Capital
SkyKnight Capital San Francisco, California $52.2M AUM 35.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.17B AUM 63.41% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

CSM Advisors's AHCO Position: Q3 2026 in Review

CSM Advisors increased its AdaptHealth (AHCO) stake by 4.9% in Q3 2026, buying an estimated $376K and bringing the position to 1,076,275 shares worth $6.07M. The position accounts for 0.13% of the portfolio, ranked #177.

CSM Advisors first reported a position in AHCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.7M in Q2 2026. 185 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

  • CSM Advisors held 1,076,275 shares of AdaptHealth worth $6.07M as of Q3 2026.
  • CSM Advisors bought 49,819 AdaptHealth shares in Q3 2026, an estimated $376K.
  • AdaptHealth made up 0.13% of CSM Advisors's portfolio in Q3 2026, its #177 holding.
  • CSM Advisors first reported a position in AdaptHealth in Q2 2025 and has held it in 6 quarters since.
  • CSM Advisors's AdaptHealth position peaked at $10.7M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on CSM Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.