LI
AHCO icon

LRI Investments’s AdaptHealth AHCO Stock Holding History

LRI Investments’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
-10,244
Closed -$102K – 1415
2025
Q4 		$102K Sell
10,244
-611
-6% -$5.83K 0.01% 412
2025
Q3 		$97.2K Sell
10,855
-1,263
-10% -$11.7K 0.01% 423
2025
Q2 		$114K Buy
12,118
+30
+0.2% +$265 0.01% 408
2025
Q1 		$131K Sell
12,088
-3,243
-21% -$32.6K 0.01% 352
2024
Q4 		$146K Hold
15,331
– – 0.01% 339
2024
Q3 		$154K Buy
15,331
+3,713
+32% +$39.5K 0.01% 326
2024
Q2 		$116K Buy
+11,618
New +$118K 0.01% 353

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

LRI Investments's AHCO Position: Q1 2026 in Review

LRI Investments sold out of AdaptHealth (AHCO) in Q1 2026, closing a stake of 10,244 shares — an estimated $102K sold.

LRI Investments first reported a position in AHCO in Q2 2024 and held it in 7 quarters. The position peaked at $154K in Q3 2024. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • LRI Investments reported no remaining AdaptHealth position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 10,244 AdaptHealth shares in Q1 2026, an estimated $102K.
  • LRI Investments first reported a position in AdaptHealth in Q2 2024 and held it in 7 quarters.
  • LRI Investments's AdaptHealth position peaked at $154K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.