ITP
AHCO icon

Iron Triangle Partners’s AdaptHealth AHCO Stock Holding History

Iron Triangle 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
2025
Q4 		$26M Buy
2,609,003
+684,871
+36% +$6.54M 2.97% 19
2025
Q3 		$17.2M Buy
1,924,132
+4,113
+0.2% +$38.1K 2.45% 20
2025
Q2 		$18.1M Buy
1,920,019
+305,974
+19% +$2.7M 2.78% 15
2025
Q1 		$17.5M Buy
+1,614,045
New +$16.2M 2.76% 17
2022
Q1 		– Sell
-700,000
Closed -$17.1M – 29
2021
Q4 		$17.1M Buy
+700,000
New +$16.4M 2.39% 20

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Iron Triangle Partners's AHCO Position: Q4 2025 in Review

Iron Triangle Partners increased its AdaptHealth (AHCO) stake by 36% in Q4 2025, buying an estimated $6.54M and bringing the position to 2,609,003 shares worth $26M. The position accounts for 2.97% of the portfolio, ranked #19.

Iron Triangle Partners first reported a position in AHCO in Q4 2021 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold AHCO as of Q4 2025.

  • Iron Triangle Partners held 2,609,003 shares of AdaptHealth worth $26M as of Q4 2025.
  • Iron Triangle Partners bought 684,871 AdaptHealth shares in Q4 2025, an estimated $6.54M.
  • AdaptHealth made up 2.97% of Iron Triangle Partners's portfolio in Q4 2025, its #19 holding.
  • Iron Triangle Partners first reported a position in AdaptHealth in Q4 2021 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.