RP
AHCO icon

Reinhart Partners’s AdaptHealth AHCO Stock Holding History

Reinhart Partners’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 		$77.3M Sell
7,415,537
-2,666,446
-26% -$29.8M 1.76% 31
2026
Q1 		$120M Buy
10,081,983
+1,981,198
+24% +$20.3M 3.45% 8
2025
Q4 		$80.7M Buy
8,100,785
+773,727
+11% +$7.39M 2.42% 22
2025
Q3 		$65.6M Buy
7,327,058
+14,432
+0.2% +$134K 2.13% 22
2025
Q2 		$69M Buy
7,312,626
+76,364
+1% +$674K 2.36% 17
2025
Q1 		$78.4M Buy
7,236,262
+969,408
+15% +$9.75M 2.86% 12
2024
Q4 		$59.7M Buy
6,266,854
+68,212
+1% +$690K 2.3% 19
2024
Q3 		$69.6M Buy
6,198,642
+1,929,339
+45% +$20.5M 2.64% 13
2024
Q2 		$42.7M Buy
4,269,303
+59,092
+1% +$600K 1.77% 23
2024
Q1 		$48.5M Buy
4,210,211
+144,516
+4% +$1.23M 1.97% 20
2023
Q4 		$29.6M Buy
4,065,695
+443,518
+12% +$3.5M 1.3% 33
2023
Q3 		$33M Buy
3,622,177
+570,497
+19% +$6.84M 1.71% 22
2023
Q2 		$37.1M Buy
3,051,680
+2,135,721
+233% +$23.8M 1.88% 18
2023
Q1 		$11.4M Buy
915,959
+419,281
+84% +$7.71M 0.62% 67
2022
Q4 		$9.55M Sell
496,678
-3,922
-0.8% -$82.9K 0.52% 73
2022
Q3 		$9.4M Sell
500,600
-770,791
-61% -$15.8M 0.58% 71
2022
Q2 		$22.9M Buy
+1,271,391
New +$20.6M 1.26% 30

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

Reinhart Partners's AHCO Position: Q2 2026 in Review

Reinhart Partners reduced its AdaptHealth (AHCO) stake by 26% in Q2 2026, selling an estimated $29.8M and leaving 7,415,537 shares worth $77.3M. The position accounts for 1.76% of the portfolio, ranked #31.

Reinhart Partners first reported a position in AHCO in Q2 2022 and has held it in 17 quarters since. The position peaked at $120M in Q1 2026. 238 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Reinhart Partners held 7,415,537 shares of AdaptHealth worth $77.3M as of Q2 2026.
  • Reinhart Partners sold 2,666,446 AdaptHealth shares in Q2 2026, an estimated $29.8M.
  • AdaptHealth made up 1.76% of Reinhart Partners's portfolio in Q2 2026, its #31 holding.
  • Reinhart Partners first reported a position in AdaptHealth in Q2 2022 and has held it in 17 quarters since.
  • Reinhart Partners's AdaptHealth position peaked at $120M in Q1 2026.
  • 238 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.