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Simplicity Wealth’s AdaptHealth AHCO Stock Holding History

Simplicity Wealth’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
2025
Q1 		– Sell
-34,640
Closed -$330K – 562
2024
Q4 		$330K Hold
34,640
– – 0.07% 218
2024
Q3 		$389K Hold
34,640
– – 0.04% 345
2024
Q2 		$346K Hold
34,640
– – 0.01% 901
2024
Q1 		$399K Buy
+34,640
New +$294K 0.01% 817

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's AHCO Position: Q1 2025 in Review

Simplicity Wealth sold out of AdaptHealth (AHCO) in Q1 2025, closing a stake of 34,640 shares — an estimated $330K sold.

Simplicity Wealth first reported a position in AHCO in Q1 2024 and held it in 4 quarters. The position peaked at $399K in Q1 2024. 226 funds tracked by Wall St. Rank hold AHCO as of Q1 2025.

  • Simplicity Wealth reported no remaining AdaptHealth position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 34,640 AdaptHealth shares in Q1 2025, an estimated $330K.
  • Simplicity Wealth first reported a position in AdaptHealth in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's AdaptHealth position peaked at $399K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.