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EverSource Wealth Advisors’s AdaptHealth AHCO Stock Holding History

EverSource Wealth 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
Q1 		$12.9K Buy
1,086
+508
+88% +$5.2K ﹤0.01% 2778
2025
Q4 		$5.76K Sell
578
-104
-15% -$993 ﹤0.01% 3062
2025
Q3 		$6.1K Sell
682
-211
-24% -$1.95K ﹤0.01% 3071
2025
Q2 		$8.42K Buy
893
+472
+112% +$4.16K ﹤0.01% 2918
2025
Q1 		$4.56K Buy
421
+201
+91% +$2.02K ﹤0.01% 2542
2024
Q4 		$2.09K Buy
220
+2
+0.9% +$20 ﹤0.01% 2697
2024
Q3 		$2.45K Hold
218
– – ﹤0.01% 2480
2024
Q2 		$2.48K Hold
218
– – ﹤0.01% 2479
2024
Q1 		$2.15K Sell
218
-39
-15% -$331 ﹤0.01% 2358
2023
Q4 		$1.87K Buy
+257
New +$2.03K ﹤0.01% 2186
2023
Q2 		– Sell
-29
Closed -$360 – 2495
2023
Q1 		$360 Sell
29
-139
-83% -$2.56K ﹤0.01% 2282
2022
Q4 		$3.23K Hold
168
– – ﹤0.01% 1755
2022
Q3 		$3K Buy
+168
New +$3.45K ﹤0.01% 1498

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's AHCO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its AdaptHealth (AHCO) stake by 88% in Q1 2026, buying an estimated $5.2K and bringing the position to 1,086 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

EverSource Wealth Advisors first reported a position in AHCO in Q3 2022 and has held it in 13 quarters since. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • EverSource Wealth Advisors held 1,086 shares of AdaptHealth worth $12.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 508 AdaptHealth shares in Q1 2026, an estimated $5.2K.
  • AdaptHealth made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2778 holding.
  • EverSource Wealth Advisors first reported a position in AdaptHealth in Q3 2022 and has held it in 13 quarters since.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.