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Empirical Wealth Management’s AdaptHealth AHCO Stock Holding History

Empirical Wealth 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
2025
Q3 		– Sell
-19,307
Closed -$182K – 797
2025
Q2 		$182K Buy
19,307
+3,436
+22% +$30.3K ﹤0.01% 657
2025
Q1 		$172K Buy
15,871
+3,208
+25% +$32.3K ﹤0.01% 619
2024
Q4 		$121K Buy
12,663
+1,690
+15% +$17.1K ﹤0.01% 598
2024
Q3 		$123K Buy
+10,973
New +$117K ﹤0.01% 553

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's AHCO Position: Q3 2025 in Review

Empirical Wealth Management sold out of AdaptHealth (AHCO) in Q3 2025, closing a stake of 19,307 shares — an estimated $182K sold.

Empirical Wealth Management first reported a position in AHCO in Q3 2024 and held it in 4 quarters. The position peaked at $182K in Q2 2025. 225 funds tracked by Wall St. Rank hold AHCO as of Q3 2025.

  • Empirical Wealth Management reported no remaining AdaptHealth position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 19,307 AdaptHealth shares in Q3 2025, an estimated $182K.
  • Empirical Wealth Management first reported a position in AdaptHealth in Q3 2024 and held it in 4 quarters.
  • Empirical Wealth Management's AdaptHealth position peaked at $182K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.