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John Overdeck’s AdaptHealth AHCO Stock Holding History

John Overdeck’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 		$286K Buy
27,401
+8,593
+46% +$95.9K ﹤0.01% 4559
2026
Q1 		$224K Buy
+18,808
New +$192K ﹤0.01% 4236
2025
Q2 		– Sell
-110,971
Closed -$1.2M – 3160
2025
Q1 		$1.2M Sell
110,971
-43,442
-28% -$437K ﹤0.01% 2072
2024
Q4 		$1.47M Sell
154,413
-144,345
-48% -$1.46M ﹤0.01% 1928
2024
Q3 		$3.36M Buy
298,758
+129,585
+77% +$1.38M 0.01% 1319
2024
Q2 		$1.69M Sell
169,173
-125,173
-43% -$1.27M ﹤0.01% 1658
2024
Q1 		$3.39M Buy
294,346
+201,877
+218% +$1.71M 0.01% 1180
2023
Q4 		$674K Sell
92,469
-4,669
-5% -$36.8K ﹤0.01% 2300
2023
Q3 		$884K Buy
97,138
+81,000
+502% +$971K ﹤0.01% 2006
2023
Q2 		$196K Buy
+16,138
New +$180K ﹤0.01% 2650
2022
Q4 		– Sell
-14,100
Closed -$265K – 2777
2022
Q3 		$265K Buy
+14,100
New +$290K ﹤0.01% 2006
2021
Q2 		– Sell
-89,682
Closed -$3.3M – 3978
2021
Q1 		$3.3M Buy
89,682
+2,355
+3% +$83.2K 0.01% 1329
2020
Q4 		$3.28M Buy
+87,327
New +$2.7M 0.01% 1179

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

John Overdeck's AHCO Position: Q2 2026 in Review

John Overdeck increased its AdaptHealth (AHCO) stake by 46% in Q2 2026, buying an estimated $95.9K and bringing the position to 27,401 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #4559.

John Overdeck first reported a position in AHCO in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.39M in Q1 2024. 236 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • John Overdeck held 27,401 shares of AdaptHealth worth $286K as of Q2 2026.
  • John Overdeck bought 8,593 AdaptHealth shares in Q2 2026, an estimated $95.9K.
  • AdaptHealth made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4559 holding.
  • John Overdeck first reported a position in AdaptHealth in Q4 2020 and has held it in 13 quarters since.
  • John Overdeck's AdaptHealth position peaked at $3.39M in Q1 2024.
  • 236 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.