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Pinnacle Wealth Planning Services’s AdaptHealth AHCO Stock Holding History

Pinnacle Wealth Planning Services’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 		$31.5K Buy
3,019
+54
+2% +$603 ﹤0.01% 1561
2026
Q1 		$35.3K Buy
2,965
+114
+4% +$1.17K ﹤0.01% 1389
2025
Q4 		$28.4K Buy
+2,851
New +$27.2K ﹤0.01% 1545

Other funds holding AHCO

OCA
OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's AHCO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its AdaptHealth (AHCO) stake by 1.8% in Q2 2026, buying an estimated $603 and bringing the position to 3,019 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Pinnacle Wealth Planning Services first reported a position in AHCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.3K in Q1 2026. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,019 shares of AdaptHealth worth $31.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 54 AdaptHealth shares in Q2 2026, an estimated $603.
  • AdaptHealth made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1561 holding.
  • Pinnacle Wealth Planning Services first reported a position in AdaptHealth in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AdaptHealth position peaked at $35.3K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.