Essential Partners’s AdaptHealth AHCO Stock Holding History

Essential Partners’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	$9.32K	Buy	1,653 +1,213	+276%	+$9.15K	﹤0.01%	1233
2026 Q2	$4.58K	Sell	440 -189	-30%	-$2.11K	﹤0.01%	1584
2026 Q1	$7.49K	Buy	629 +334	+113%	+$3.42K	﹤0.01%	1384
2025 Q4	$2.94K	Buy	295 +23	+8%	+$220	﹤0.01%	1652
2025 Q3	$2.43K	Buy	272 +90	+49%	+$833	﹤0.01%	1728
2025 Q2	$1.72K	Buy	+182	New	+$1.61K	﹤0.01%	1355

Other funds holding AHCO

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's AHCO Position: Q3 2026 in Review

Essential Partners increased its AdaptHealth (AHCO) stake by 276% in Q3 2026, buying an estimated $9.15K and bringing the position to 1,653 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Essential Partners first reported a position in AHCO in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

Essential Partners held 1,653 shares of AdaptHealth worth $9.32K as of Q3 2026.
Essential Partners bought 1,213 AdaptHealth shares in Q3 2026, an estimated $9.15K.
AdaptHealth made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1233 holding.
Essential Partners first reported a position in AdaptHealth in Q2 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.