JIC
AHCO icon

Johnson Investment Counsel’s AdaptHealth AHCO Stock Holding History

Johnson Investment Counsel’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 		– Sell
-19,345
Closed -$193K – 813
2025
Q4 		$193K Sell
19,345
-1,434
-7% -$13.7K ﹤0.01% 775
2025
Q3 		$186K Hold
20,779
– – ﹤0.01% 808
2025
Q2 		$196K Hold
20,779
– – ﹤0.01% 786
2025
Q1 		$225K Hold
20,779
– – ﹤0.01% 723
2024
Q4 		$198K Buy
20,779
+5,189
+33% +$52.5K ﹤0.01% 762
2024
Q3 		$175K Buy
15,590
+4,046
+35% +$43K ﹤0.01% 777
2024
Q2 		$115K Buy
+11,544
New +$117K ﹤0.01% 742

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johnson Investment Counsel's AHCO Position: Q1 2026 in Review

Johnson Investment Counsel sold out of AdaptHealth (AHCO) in Q1 2026, closing a stake of 19,345 shares — an estimated $193K sold.

Johnson Investment Counsel first reported a position in AHCO in Q2 2024 and held it in 7 quarters. The position peaked at $225K in Q1 2025. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Johnson Investment Counsel reported no remaining AdaptHealth position as of Q1 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 19,345 AdaptHealth shares in Q1 2026, an estimated $193K.
  • Johnson Investment Counsel first reported a position in AdaptHealth in Q2 2024 and held it in 7 quarters.
  • Johnson Investment Counsel's AdaptHealth position peaked at $225K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.