KCM
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Kennedy Capital Management’s AdaptHealth AHCO Stock Holding History

Kennedy Capital Management’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 		$29.4M Buy
2,469,767
+61,729
+3% +$632K 0.62% 22
2025
Q4 		$24M Buy
2,408,038
+317,900
+15% +$3.04M 0.51% 39
2025
Q3 		$18.7M Buy
2,090,138
+685,554
+49% +$6.35M 0.41% 58
2025
Q2 		$13.2M Sell
1,404,584
-89,059
-6% -$786K 0.32% 91
2025
Q1 		$16.2M Sell
1,493,643
-273,667
-15% -$2.75M 0.39% 65
2024
Q4 		$16.8M Buy
1,767,310
+99,326
+6% +$1.01M 0.37% 52
2024
Q3 		$18.7M Sell
1,667,984
-223,125
-12% -$2.37M 0.41% 45
2024
Q2 		$18.9M Buy
1,891,109
+345,220
+22% +$3.51M 0.4% 50
2024
Q1 		$17.8M Sell
1,545,889
-88,710
-5% -$753K 0.37% 57
2023
Q4 		$11.9M Buy
1,634,599
+150,959
+10% +$1.19M 0.26% 117
2023
Q3 		$13.5M Buy
1,483,640
+888,504
+149% +$10.6M 0.33% 79
2023
Q2 		$7.24M Sell
595,136
-253,352
-30% -$2.82M 0.17% 225
2023
Q1 		$10.5M Buy
848,488
+28,530
+3% +$525K 0.31% 90
2022
Q4 		$15.8M Buy
819,958
+166,709
+26% +$3.52M 0.45% 42
2022
Q3 		$12.3M Buy
653,249
+24,143
+4% +$496K 0.36% 80
2022
Q2 		$11.3M Buy
629,106
+60,371
+11% +$980K 0.32% 93
2022
Q1 		$9.12M Sell
568,735
-33,804
-6% -$608K 0.22% 163
2021
Q4 		$14.7M Sell
602,539
-14,286
-2% -$335K 0.31% 86
2021
Q3 		$14.4M Buy
616,825
+9,945
+2% +$240K 0.32% 82
2021
Q2 		$16.6M Buy
+606,880
New +$17.3M 0.36% 66

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

Kennedy Capital Management's AHCO Position: Q1 2026 in Review

Kennedy Capital Management increased its AdaptHealth (AHCO) stake by 2.6% in Q1 2026, buying an estimated $632K and bringing the position to 2,469,767 shares worth $29.4M. The position accounts for 0.62% of the portfolio, ranked #22.

Kennedy Capital Management first reported a position in AHCO in Q2 2021 and has held it in 20 quarters since. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Kennedy Capital Management held 2,469,767 shares of AdaptHealth worth $29.4M as of Q1 2026.
  • Kennedy Capital Management bought 61,729 AdaptHealth shares in Q1 2026, an estimated $632K.
  • AdaptHealth made up 0.62% of Kennedy Capital Management's portfolio in Q1 2026, its #22 holding.
  • Kennedy Capital Management first reported a position in AdaptHealth in Q2 2021 and has held it in 20 quarters since.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.