Root Financial Partners
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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
Q3 		$9.8K Buy
+1,746
New +$13.2K ﹤0.01% 1919
2026
Q2 		– Sell
-152
Closed -$1.81K – 483
2026
Q1 		$1.81K Buy
+152
New +$1.56K ﹤0.01% 2355

Other funds holding AHCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
SkyKnight Capital
SkyKnight Capital San Francisco, California $52.2M AUM 35.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Paradigm Capital Management Inc
Paradigm Capital Management Inc Albany, New York $3.17B AUM 63.41% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's AHCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in AdaptHealth (AHCO) in Q3 2026: 1,746 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1919 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AHCO as recently as Q1 2026.

Root Financial Partners first reported a position in AHCO in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

  • Root Financial Partners held 1,746 shares of AdaptHealth worth $9.8K as of Q3 2026.
  • AdaptHealth was a new Root Financial Partners position in Q3 2026.
  • AdaptHealth made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1919 holding.
  • Root Financial Partners first reported a position in AdaptHealth in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.