Jefferies Financial Group’s AdaptHealth AHCO Stock Holding History

Jefferies Financial Group’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	$6.04M	Sell	579,700 -967,100	-63%	-$10.8M	0.04%	346
2026 Q1	$18.4M	Sell	1,546,800 -2,492,700	-62%	-$25.5M	0.13%	133
2025 Q4	$40.2M	Buy	4,039,500 +92,400	+2%	+$882K	0.21%	92
2025 Q3	$35.3M	Sell	3,947,100 -284,200	-7%	-$2.63M	0.17%	90
2025 Q2	$39.9M	Sell	4,231,300 -804,200	-16%	-$7.1M	0.34%	61
2025 Q1	$54.6M	Buy	5,035,500 +1,453,200	+41%	+$14.6M	0.48%	34
2024 Q4	$34.1M	Buy	3,582,300 +325,400	+10%	+$3.29M	0.2%	84
2024 Q3	$36.6M	Buy	+3,256,900	New	+$34.6M	0.26%	50
2023 Q2	–	Sell	-30,000	Closed	-$373K	–	1633
2023 Q1	$373K	Buy	+30,000	New	+$552K	﹤0.01%	1175

Other funds holding AHCO

OCA

OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jefferies Financial Group's AHCO Position: Q2 2026 in Review

Jefferies Financial Group increased its AdaptHealth (AHCO) stake by 131% in Q2 2026, buying an estimated $3.2M and bringing the position to 505,927 shares worth $5.27M. The position accounts for 0.03% of the portfolio, ranked #376.

Jefferies Financial Group first reported a position in AHCO in Q4 2022 and has held it in 13 quarters since. The position peaked at $45.1M in Q2 2025. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

Jefferies Financial Group held 505,927 shares of AdaptHealth worth $5.27M as of Q2 2026.
Jefferies Financial Group bought 286,862 AdaptHealth shares in Q2 2026, an estimated $3.2M.
AdaptHealth made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #376 holding.
Jefferies Financial Group first reported a position in AdaptHealth in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's AdaptHealth position peaked at $45.1M in Q2 2025.
239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.