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Sound Income Strategies’s AdaptHealth AHCO Stock Holding History

Sound Income Strategies’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
-175
Closed -$2.08K – 532
2026
Q1 		$2.08K Hold
175
– – ﹤0.01% 2133
2025
Q4 		$1.86K Buy
+175
New +$1.67K ﹤0.01% 2157

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
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Sound Income Strategies's AHCO Position: Q2 2026 in Review

Sound Income Strategies sold out of AdaptHealth (AHCO) in Q2 2026, closing a stake of 175 shares — an estimated $2.08K sold.

Sound Income Strategies first reported a position in AHCO in Q4 2025 and held it in 2 quarters. The position peaked at $2.08K in Q1 2026. 160 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Sound Income Strategies reported no remaining AdaptHealth position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 175 AdaptHealth shares in Q2 2026, an estimated $2.08K.
  • Sound Income Strategies first reported a position in AdaptHealth in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's AdaptHealth position peaked at $2.08K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.