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SVB Wealth’s AdaptHealth AHCO Stock Holding History

SVB 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
Q2 		– Sell
-112
Closed -$1.21K – 467
2025
Q1 		$1.21K Buy
+112
New +$1.13K ﹤0.01% 1328

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

SVB Wealth's AHCO Position: Q2 2025 in Review

SVB Wealth sold out of AdaptHealth (AHCO) in Q2 2025, closing a stake of 112 shares — an estimated $1.21K sold.

SVB Wealth first reported a position in AHCO in Q1 2025 and held it in 1 quarter. The position peaked at $1.21K in Q1 2025. 218 funds tracked by Wall St. Rank hold AHCO as of Q2 2025.

  • SVB Wealth reported no remaining AdaptHealth position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 112 AdaptHealth shares in Q2 2025, an estimated $1.21K.
  • SVB Wealth first reported a position in AdaptHealth in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's AdaptHealth position peaked at $1.21K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.