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Deerfield Management’s AdaptHealth AHCO Stock Holding History

Deerfield Management’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 		$120M Hold
11,477,730
– – 1.25% 21
2026
Q1 		$137M Hold
11,477,730
– – 1.61% 19
2025
Q4 		$114M Hold
11,477,730
– – 1.46% 22
2025
Q3 		$103M Buy
11,477,730
+1,572,835
+16% +$14.6M 1.57% 15
2025
Q2 		$93.4M Buy
9,904,895
+193,485
+2% +$1.71M 1.7% 17
2025
Q1 		$105M Hold
9,711,410
– – 2.08% 13
2024
Q4 		$92.5M Hold
9,711,410
– – 1.75% 16
2024
Q3 		$109M Sell
9,711,410
-3,546,530
-27% -$37.7M 1.63% 16
2024
Q2 		$133M Hold
13,257,940
– – 2.21% 10
2024
Q1 		$153M Sell
13,257,940
-350,000
-3% -$2.97M 2.65% 6
2023
Q4 		$99.2M Hold
13,607,940
– – 1.83% 14
2023
Q3 		$124M Buy
13,607,940
+2,513,026
+23% +$30.1M 2.73% 9
2023
Q2 		$135M Buy
11,094,914
+500,000
+5% +$5.57M 2.88% 6
2023
Q1 		$132M Buy
10,594,914
+2,968,000
+39% +$54.6M 2.94% 7
2022
Q4 		$147M Sell
7,626,914
-596,622
-7% -$12.6M 3.03% 6
2022
Q3 		$154M Sell
8,223,536
-2,927,261
-26% -$60.2M 3.07% 6
2022
Q2 		$201M Sell
11,150,797
-499,275
-4% -$8.11M 4.15% 4
2022
Q1 		$187M Buy
11,650,072
+1,424,627
+14% +$25.6M 4.18% 4
2021
Q4 		$250M Buy
10,225,445
+2,121,653
+26% +$49.8M 5.25% 3
2021
Q3 		$189M Buy
8,103,792
+750,000
+10% +$18.1M 3.68% 4
2021
Q2 		$202M Buy
7,353,792
+5,075,921
+223% +$145M 3.58% 5
2021
Q1 		$83.7M Buy
2,277,871
+471,539
+26% +$16.7M 1.76% 12
2020
Q4 		$67.8M Buy
1,806,332
+95,658
+6% +$2.96M 1.34% 19
2020
Q3 		$37.3M Buy
1,710,674
+321,333
+23% +$6.75M 0.91% 33
2020
Q2 		$22.4M Sell
1,389,341
-15,810,547
-92% -$264M 0.65% 48
2020
Q1 		$275M Hold
17,199,888
– – 8.73% 1
2019
Q4 		$189M Buy
+17,199,888
New +$171M 6.03% 2

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deerfield Management's AHCO Position: Q2 2026 in Review

Deerfield Management held its AdaptHealth (AHCO) position steady in Q2 2026 at 11,477,730 shares worth $120M. The position accounts for 1.25% of the portfolio, ranked #21.

Deerfield Management first reported a position in AHCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $275M in Q1 2020. 238 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Deerfield Management held 11,477,730 shares of AdaptHealth worth $120M as of Q2 2026.
  • Deerfield Management left its AdaptHealth share count unchanged in Q2 2026.
  • AdaptHealth made up 1.25% of Deerfield Management's portfolio in Q2 2026, its #21 holding.
  • Deerfield Management first reported a position in AdaptHealth in Q4 2019 and has held it in 27 quarters since.
  • Deerfield Management's AdaptHealth position peaked at $275M in Q1 2020.
  • 238 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Deerfield Management's 13F filing for Q2 2026, filed 14 Aug 2026.