SkyKnight Capital’s AdaptHealth AHCO Stock Holding History

SkyKnight Capital’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	$89.4M	Hold	8,580,443	–	–	94.98%	1
2026 Q1	$102M	Hold	8,580,443	–	–	95.3%	1
2025 Q4	$85.5M	Hold	8,580,443	–	–	94.78%	1
2025 Q3	$76.8M	Hold	8,580,443	–	–	93.94%	1
2025 Q2	$80.9M	Hold	8,580,443	–	–	94.9%	1
2025 Q1	$93M	Hold	8,580,443	–	–	94.87%	1
2024 Q4	$81.7M	Hold	8,580,443	–	–	89.88%	1
2024 Q3	$96.4M	Hold	8,580,443	–	–	91.35%	1
2024 Q2	$85.8M	Hold	8,580,443	–	–	91.93%	1
2024 Q1	$98.8M	Hold	8,580,443	–	–	93.02%	1
2023 Q4	$62.6M	Hold	8,580,443	–	–	88.9%	1
2023 Q3	$78.1M	Sell	8,580,443 -325,627	-4%	-$3.9M	91.02%	1
2023 Q2	$108M	Hold	8,906,070	–	–	93.58%	1
2023 Q1	$111M	Hold	8,906,070	–	–	92.83%	1
2022 Q4	$171M	Hold	8,906,070	–	–	95.43%	1
2022 Q3	$167M	Hold	8,906,070	–	–	96.04%	1
2022 Q2	$161M	Buy	8,906,070 +760,499	+9%	+$12.3M	94.55%	1
2022 Q1	$131M	Buy	8,145,571 +55,838	+0.7%	+$1M	91.7%	1
2021 Q4	$198M	Buy	+8,089,733	New	+$190M	94.33%	1

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

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

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

SkyKnight Capital's AHCO Position: Q2 2026 in Review

SkyKnight Capital held its AdaptHealth (AHCO) position steady in Q2 2026 at 8,580,443 shares worth $89.4M. The position accounts for 94.98% of the portfolio, ranked #1.

SkyKnight Capital first reported a position in AHCO in Q4 2021 and has held it in 19 quarters since. The position peaked at $198M in Q4 2021. 238 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

SkyKnight Capital held 8,580,443 shares of AdaptHealth worth $89.4M as of Q2 2026.
SkyKnight Capital left its AdaptHealth share count unchanged in Q2 2026.
AdaptHealth made up 94.98% of SkyKnight Capital's portfolio in Q2 2026, its #1 holding.
SkyKnight Capital first reported a position in AdaptHealth in Q4 2021 and has held it in 19 quarters since.
SkyKnight Capital's AdaptHealth position peaked at $198M in Q4 2021.
238 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on SkyKnight Capital's 13F filing for Q2 2026, filed 13 Aug 2026.