Jones Financial Companies
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Jones Financial Companies’s AdaptHealth AHCO Stock Holding History

Jones Financial Companies’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 		$1.29K Sell
115
-80
-41% -$819 ﹤0.01% 4285
2025
Q4 		$1.94K Sell
195
-45
-19% -$430 ﹤0.01% 3823
2025
Q3 		$2.13K Sell
240
-3
-1% -$28 ﹤0.01% 3672
2025
Q2 		$2.32K Hold
243
– – ﹤0.01% 3417
2025
Q1 		$2.59K Buy
+243
New +$2.44K ﹤0.01% 3187

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies's AHCO Position: Q1 2026 in Review

Jones Financial Companies reduced its AdaptHealth (AHCO) stake by 41% in Q1 2026, selling an estimated $819 and leaving 115 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4285.

Jones Financial Companies first reported a position in AHCO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.59K in Q1 2025. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Jones Financial Companies held 115 shares of AdaptHealth worth $1.29K as of Q1 2026.
  • Jones Financial Companies sold 80 AdaptHealth shares in Q1 2026, an estimated $819.
  • AdaptHealth made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4285 holding.
  • Jones Financial Companies first reported a position in AdaptHealth in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's AdaptHealth position peaked at $2.59K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.