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Dmitry Balyasny’s AdaptHealth AHCO Stock Holding History

Dmitry Balyasny’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 		$781K Sell
74,969
-80,181
-52% -$895K ﹤0.01% 2340
2026
Q1 		$1.85M Buy
155,150
+36,208
+30% +$371K ﹤0.01% 1817
2025
Q4 		$1.18M Buy
118,942
+104,058
+699% +$994K ﹤0.01% 2110
2025
Q3 		$133K Sell
14,884
-36,853
-71% -$341K ﹤0.01% 2773
2025
Q2 		$488K Sell
51,737
-312,645
-86% -$2.76M ﹤0.01% 2300
2025
Q1 		$3.95M Buy
+364,382
New +$3.67M 0.01% 1364
2024
Q4 		– Sell
-23,610
Closed -$265K – 2684
2024
Q3 		$265K Buy
+23,610
New +$251K ﹤0.01% 2484
2024
Q2 		– Sell
-148,493
Closed -$1.71M – 2524
2024
Q1 		$1.71M Buy
148,493
+92,861
+167% +$789K ﹤0.01% 1587
2023
Q4 		$406K Buy
+55,632
New +$439K ﹤0.01% 2032

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

Dmitry Balyasny's AHCO Position: Q2 2026 in Review

Dmitry Balyasny reduced its AdaptHealth (AHCO) stake by 52% in Q2 2026, selling an estimated $895K and leaving 74,969 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Dmitry Balyasny first reported a position in AHCO in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.95M in Q1 2025. 236 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Dmitry Balyasny held 74,969 shares of AdaptHealth worth $781K as of Q2 2026.
  • Dmitry Balyasny sold 80,181 AdaptHealth shares in Q2 2026, an estimated $895K.
  • AdaptHealth made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2340 holding.
  • Dmitry Balyasny first reported a position in AdaptHealth in Q4 2023 and has held it in 9 quarters since.
  • Dmitry Balyasny's AdaptHealth position peaked at $3.95M in Q1 2025.
  • 236 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

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