Geode Capital Management
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Geode Capital Management’s AdaptHealth AHCO Stock Holding History

Geode 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
Q2 		$29.3M Buy
2,808,886
+127,951
+5% +$1.43M ﹤0.01% 1942
2026
Q1 		$31.9M Buy
2,680,935
+53,629
+2% +$549K ﹤0.01% 1739
2025
Q4 		$26.2M Buy
2,627,306
+19,998
+0.8% +$191K ﹤0.01% 1866
2025
Q3 		$23.3M Buy
2,607,308
+144,425
+6% +$1.34M ﹤0.01% 1926
2025
Q2 		$23.2M Sell
2,462,883
-103,099
-4% -$910K ﹤0.01% 1887
2025
Q1 		$27.8M Buy
2,565,982
+98,213
+4% +$988K ﹤0.01% 1719
2024
Q4 		$23.5M Buy
2,467,769
+16,596
+0.7% +$168K ﹤0.01% 1893
2024
Q3 		$27.5M Buy
2,451,173
+265,712
+12% +$2.82M ﹤0.01% 1808
2024
Q2 		$21.9M Buy
2,185,461
+131,548
+6% +$1.34M ﹤0.01% 1885
2024
Q1 		$23.6M Buy
2,053,913
+51,221
+3% +$435K ﹤0.01% 1818
2023
Q4 		$14.6M Buy
2,002,692
+94,414
+5% +$744K ﹤0.01% 2100
2023
Q3 		$17.4M Buy
1,908,278
+327,710
+21% +$3.93M ﹤0.01% 1910
2023
Q2 		$19.2M Buy
1,580,568
+51,721
+3% +$576K ﹤0.01% 1877
2023
Q1 		$19M Buy
1,528,847
+48,504
+3% +$892K ﹤0.01% 1835
2022
Q4 		$28.5M Buy
1,480,343
+34,452
+2% +$728K ﹤0.01% 1534
2022
Q3 		$27.2M Sell
1,445,891
-158,089
-10% -$3.25M ﹤0.01% 1525
2022
Q2 		$28.9M Buy
1,603,980
+91,560
+6% +$1.49M ﹤0.01% 1494
2022
Q1 		$24.2M Sell
1,512,420
-8,079
-0.5% -$145K ﹤0.01% 1763
2021
Q4 		$37.2M Buy
1,520,499
+26,877
+2% +$631K ﹤0.01% 1523
2021
Q3 		$34.8M Sell
1,493,622
-110,206
-7% -$2.66M ﹤0.01% 1583
2021
Q2 		$44M Buy
1,603,828
+281,037
+21% +$8.01M 0.01% 1415
2021
Q1 		$48.6M Buy
1,322,791
+734,956
+125% +$26M 0.01% 1256
2020
Q4 		$22.1M Buy
587,835
+103,841
+21% +$3.21M ﹤0.01% 1660
2020
Q3 		$10.6M Buy
483,994
+395,356
+446% +$8.3M ﹤0.01% 1908
2020
Q2 		$1.43M Buy
+88,638
New +$1.48M ﹤0.01% 3017
2019
Q1 		– Sell
-449,999
Closed -$4.32M – 4128
2018
Q4 		$4.32M Hold
449,999
– – ﹤0.01% 2306
2018
Q3 		$4.32M Buy
449,999
+200,000
+80% +$1.94M ﹤0.01% 2443
2018
Q2 		$2.41M Buy
+249,999
New +$2.43M ﹤0.01% 2749

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
DM
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management's AHCO Position: Q2 2026 in Review

Geode Capital Management increased its AdaptHealth (AHCO) stake by 4.8% in Q2 2026, buying an estimated $1.43M and bringing the position to 2,808,886 shares worth $29.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Geode Capital Management first reported a position in AHCO in Q2 2018 and has held it in 28 quarters since. The position peaked at $48.6M in Q1 2021. 238 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Geode Capital Management held 2,808,886 shares of AdaptHealth worth $29.3M as of Q2 2026.
  • Geode Capital Management bought 127,951 AdaptHealth shares in Q2 2026, an estimated $1.43M.
  • AdaptHealth made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1942 holding.
  • Geode Capital Management first reported a position in AdaptHealth in Q2 2018 and has held it in 28 quarters since.
  • Geode Capital Management's AdaptHealth position peaked at $48.6M in Q1 2021.
  • 238 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.