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Optimize Financial’s AdaptHealth AHCO Stock Holding History

Optimize 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
-45,321
Closed -$451K – 300
2025
Q4 		$451K Buy
45,321
+652
+1% +$6.23K 0.23% 174
2025
Q3 		$400K Buy
+44,669
New +$414K 0.21% 214
2025
Q1 		– Sell
-19,832
Closed -$189K – 221
2024
Q4 		$189K Buy
+19,832
New +$201K 0.14% 217

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

Optimize Financial's AHCO Position: Q1 2026 in Review

Optimize Financial sold out of AdaptHealth (AHCO) in Q1 2026, closing a stake of 45,321 shares — an estimated $451K sold.

Optimize Financial first reported a position in AHCO in Q4 2024 and held it in 3 quarters. The position peaked at $451K in Q4 2025. 241 funds tracked by Wall St. Rank hold AHCO as of Q1 2026.

  • Optimize Financial reported no remaining AdaptHealth position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 45,321 AdaptHealth shares in Q1 2026, an estimated $451K.
  • Optimize Financial first reported a position in AdaptHealth in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's AdaptHealth position peaked at $451K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.