Moody National Bank Trust Division’s AdaptHealth AHCO Stock Holding History

Moody National Bank Trust Division’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 Q2	$1.43M	Sell	137,129 -19,833	-13%	-$221K	0.12%	169
2026 Q1	$1.87M	Sell	156,962 -4,136	-3%	-$42.3K	0.18%	109
2025 Q4	$1.6M	Buy	161,098 +478	+0.3%	+$4.57K	0.15%	125
2025 Q3	$1.44M	Buy	160,620 +126	+0.1%	+$1.17K	0.12%	177
2025 Q2	$1.51M	Sell	160,494 -265	-0.2%	-$2.34K	0.14%	162
2025 Q1	$1.74M	Buy	160,759 +9,589	+6%	+$96.5K	0.18%	123
2024 Q4	$1.44M	Buy	151,170 +36,212	+32%	+$366K	0.15%	160
2024 Q3	$1.29M	Buy	114,958 +33,407	+41%	+$355K	0.14%	173
2024 Q2	$816K	Buy	81,551 +18,607	+30%	+$189K	0.06%	220
2024 Q1	$724K	Sell	62,944 -18	-0%	-$153	0.06%	251
2023 Q4	$459K	Buy	62,962 +16,427	+35%	+$130K	0.04%	345
2023 Q3	$423K	Buy	46,535 +23,536	+102%	+$282K	0.03%	428
2023 Q2	$280K	Buy	+22,999	New	+$256K	0.02%	528

Other funds holding AHCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Moody National Bank Trust Division's AHCO Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its AdaptHealth (AHCO) stake by 13% in Q2 2026, selling an estimated $221K and leaving 137,129 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #169.

Moody National Bank Trust Division first reported a position in AHCO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.87M in Q1 2026. 79 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

Moody National Bank Trust Division held 137,129 shares of AdaptHealth worth $1.43M as of Q2 2026.
Moody National Bank Trust Division sold 19,833 AdaptHealth shares in Q2 2026, an estimated $221K.
AdaptHealth made up 0.12% of Moody National Bank Trust Division's portfolio in Q2 2026, its #169 holding.
Moody National Bank Trust Division first reported a position in AdaptHealth in Q2 2023 and has held it in 13 quarters since.
Moody National Bank Trust Division's AdaptHealth position peaked at $1.87M in Q1 2026.
79 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.