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Steward Partners Investment Advisory’s AdaptHealth AHCO Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-22
Closed -$238 – 4120
2025
Q1 		$238 Hold
22
– – ﹤0.01% 3912
2024
Q4 		$209 Buy
+22
New +$223 ﹤0.01% 3899

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Steward Partners Investment Advisory's AHCO Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of AdaptHealth (AHCO) in Q2 2025, closing a stake of 22 shares — an estimated $238 sold.

Steward Partners Investment Advisory first reported a position in AHCO in Q4 2024 and held it in 2 quarters. The position peaked at $238 in Q1 2025. 218 funds tracked by Wall St. Rank hold AHCO as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining AdaptHealth position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 22 AdaptHealth shares in Q2 2025, an estimated $238.
  • Steward Partners Investment Advisory first reported a position in AdaptHealth in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's AdaptHealth position peaked at $238 in Q1 2025.
  • 218 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.