LPL Financial
AHCO icon

LPL Financial’s AdaptHealth AHCO Stock Holding History

LPL Financial’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
-12,226
Closed -$122K – 5968
2025
Q4 		$122K Sell
12,226
-1,659
-12% -$15.8K ﹤0.01% 5563
2025
Q3 		$124K Buy
13,885
+26
+0.2% +$241 ﹤0.01% 5460
2025
Q2 		$131K Sell
13,859
-707
-5% -$6.24K ﹤0.01% 5210
2025
Q1 		$158K Buy
+14,566
New +$147K ﹤0.01% 4930

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

LPL Financial's AHCO Position: Q1 2026 in Review

LPL Financial sold out of AdaptHealth (AHCO) in Q1 2026, closing a stake of 12,226 shares — an estimated $122K sold.

LPL Financial first reported a position in AHCO in Q1 2025 and held it in 4 quarters. The position peaked at $158K in Q1 2025. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • LPL Financial reported no remaining AdaptHealth position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 12,226 AdaptHealth shares in Q1 2026, an estimated $122K.
  • LPL Financial first reported a position in AdaptHealth in Q1 2025 and held it in 4 quarters.
  • LPL Financial's AdaptHealth position peaked at $158K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.