EverSource Wealth Advisors
AHCO icon

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
Q2 		$7.24K Sell
695
-391
-36% -$4.37K ﹤0.01% 3093
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 $170M AUM 10.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deerfield Management
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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's AHCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AdaptHealth (AHCO) stake by 36% in Q2 2026, selling an estimated $4.37K and leaving 695 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

EverSource Wealth Advisors first reported a position in AHCO in Q3 2022 and has held it in 14 quarters since. The position peaked at $12.9K in Q1 2026. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • EverSource Wealth Advisors held 695 shares of AdaptHealth worth $7.24K as of Q2 2026.
  • EverSource Wealth Advisors sold 391 AdaptHealth shares in Q2 2026, an estimated $4.37K.
  • AdaptHealth made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3093 holding.
  • EverSource Wealth Advisors first reported a position in AdaptHealth in Q3 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's AdaptHealth position peaked at $12.9K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.