SummerHaven Investment Management’s AdaptHealth AHCO Stock Holding History

SummerHaven Investment Management’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	$831K	Hold	79,759	–	–	0.45%	116
2026 Q1	$949K	Sell	79,759 -10,216	-11%	-$105K	0.58%	53
2025 Q4	$896K	Hold	89,975	–	–	0.51%	82
2025 Q3	$805K	Buy	89,975 +8,204	+10%	+$76K	0.47%	130
2025 Q2	$771K	Buy	81,771 +1,888	+2%	+$16.7K	0.5%	98
2025 Q1	$866K	Buy	79,883 +1,329	+2%	+$13.4K	0.6%	58
2024 Q4	$748K	Hold	78,554	–	–	0.46%	119
2024 Q3	$882K	Buy	78,554 +20,909	+36%	+$222K	0.54%	66
2024 Q2	$576K	Buy	57,645 +1,503	+3%	+$15.3K	0.38%	149
2024 Q1	$646K	Buy	56,142 +1,388	+3%	+$11.8K	0.4%	152
2023 Q4	$399K	Buy	54,754 +1,411	+3%	+$11.1K	0.26%	189
2023 Q3	$485K	Buy	53,343 +22,114	+71%	+$265K	0.36%	188
2023 Q2	$380K	Sell	31,229 -10,003	-24%	-$111K	0.24%	179
2023 Q1	$513K	Buy	41,232 +1,166	+3%	+$21.4K	0.3%	185
2022 Q4	$770K	Buy	40,066 +530	+1%	+$11.2K	0.46%	124
2022 Q3	$742K	Buy	+39,536	New	+$813K	0.51%	78

Other funds holding AHCO

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SummerHaven Investment Management's AHCO Position: Q2 2026 in Review

SummerHaven Investment Management held its AdaptHealth (AHCO) position steady in Q2 2026 at 79,759 shares worth $831K. The position accounts for 0.45% of the portfolio, ranked #116.

SummerHaven Investment Management first reported a position in AHCO in Q3 2022 and has held it in 16 quarters since. The position peaked at $949K in Q1 2026. 38 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

SummerHaven Investment Management held 79,759 shares of AdaptHealth worth $831K as of Q2 2026.
SummerHaven Investment Management left its AdaptHealth share count unchanged in Q2 2026.
AdaptHealth made up 0.45% of SummerHaven Investment Management's portfolio in Q2 2026, its #116 holding.
SummerHaven Investment Management first reported a position in AdaptHealth in Q3 2022 and has held it in 16 quarters since.
SummerHaven Investment Management's AdaptHealth position peaked at $949K in Q1 2026.
38 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.