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True Wealth Design’s AdaptHealth AHCO Stock Holding History

True Wealth Design’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
-11
Closed -$131 – 2660
2026
Q1 		$131 Buy
+11
New +$113 ﹤0.01% 2419
2025
Q2 		– Sell
-34
Closed -$369 – 2571
2025
Q1 		$369 Buy
+34
New +$342 ﹤0.01% 1673

Other funds holding AHCO

RP
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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's AHCO Position: Q2 2026 in Review

True Wealth Design sold out of AdaptHealth (AHCO) in Q2 2026, closing a stake of 11 shares — an estimated $131 sold.

True Wealth Design first reported a position in AHCO in Q1 2025 and held it in 2 quarters. The position peaked at $369 in Q1 2025. 17 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • True Wealth Design reported no remaining AdaptHealth position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 11 AdaptHealth shares in Q2 2026, an estimated $131.
  • True Wealth Design first reported a position in AdaptHealth in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's AdaptHealth position peaked at $369 in Q1 2025.
  • 17 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.