ExodusPoint Capital Management’s AdaptHealth AHCO Stock Holding History

ExodusPoint Capital 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
2026 Q1	$2.87M	Buy	+241,386	New	+$2.47M	0.02%	633
2025 Q4	–	Sell	-210,061	Closed	-$1.88M	–	1492
2025 Q3	$1.88M	Buy	+210,061	New	+$1.95M	0.02%	751
2025 Q2	–	Sell	-56,629	Closed	-$614K	–	1424
2025 Q1	$614K	Buy	+56,629	New	+$570K	0.01%	1067
2024 Q2	–	Sell	-58,721	Closed	-$676K	–	1479
2024 Q1	$676K	Buy	+58,721	New	+$499K	0.01%	1068
2023 Q4	–	Sell	-75,019	Closed	-$683K	–	1415
2023 Q3	$683K	Buy	+75,019	New	+$899K	0.01%	1120
2022 Q3	–	Sell	-184,452	Closed	-$3.33M	–	1843
2022 Q2	$3.33M	Sell	184,452 -182,832	-50%	-$2.97M	0.04%	566
2022 Q1	$5.89M	Sell	367,284 -104,210	-22%	-$1.87M	0.07%	330
2021 Q4	$11.5M	Buy	471,494 +361,300	+328%	+$8.48M	0.12%	179
2021 Q3	$2.57M	Buy	+110,194	New	+$2.66M	0.03%	629
2021 Q1	–	Sell	-23,139	Closed	-$869K	–	2080
2020 Q4	$869K	Buy	+23,139	New	+$716K	0.01%	935
2020 Q2	–	Sell	-27,851	Closed	-$446K	–	1737
2020 Q1	$446K	Sell	27,851 -27,091	-49%	-$383K	0.02%	526
2019 Q4	$603K	Buy	+54,942	New	+$546K	0.01%	765

Other funds holding AHCO

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ExodusPoint Capital Management's AHCO Position: Q1 2026 in Review

ExodusPoint Capital Management opened a new position in AdaptHealth (AHCO) in Q1 2026: 241,386 shares worth $2.87M. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: ExodusPoint Capital Management previously reported a position in AHCO as recently as Q3 2025.

ExodusPoint Capital Management first reported a position in AHCO in Q4 2019 and has held it in 12 quarters since. The position peaked at $11.5M in Q4 2021. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

ExodusPoint Capital Management held 241,386 shares of AdaptHealth worth $2.87M as of Q1 2026.
AdaptHealth was a new ExodusPoint Capital Management position in Q1 2026.
AdaptHealth made up 0.02% of ExodusPoint Capital Management's portfolio in Q1 2026, its #633 holding.
ExodusPoint Capital Management first reported a position in AdaptHealth in Q4 2019 and has held it in 12 quarters since.
ExodusPoint Capital Management's AdaptHealth position peaked at $11.5M in Q4 2021.
241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.