Root Financial Partners’s AdaptHealth AHCO Stock Holding History

Root Financial 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	–	Sell	-152	Closed	-$1.81K	–	483
2026 Q1	$1.81K	Buy	+152	New	+$1.55K	﹤0.01%	2355

Other funds holding AHCO

OCA

OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return

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

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Root Financial Partners's AHCO Position: Q2 2026 in Review

Root Financial Partners sold out of AdaptHealth (AHCO) in Q2 2026, closing a stake of 152 shares — an estimated $1.81K sold.

Root Financial Partners first reported a position in AHCO in Q1 2026 and held it in 1 quarter. The position peaked at $1.81K in Q1 2026. 238 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

Root Financial Partners reported no remaining AdaptHealth position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 152 AdaptHealth shares in Q2 2026, an estimated $1.81K.
Root Financial Partners first reported a position in AdaptHealth in Q1 2026 and held it in 1 quarter.
Root Financial Partners's AdaptHealth position peaked at $1.81K in Q1 2026.
238 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.