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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
Q3 		$3.81K Buy
+675
New +$5.09K ﹤0.01% 1442
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's AHCO Position: Q3 2026 in Review

True Wealth Design opened a new position in AdaptHealth (AHCO) in Q3 2026: 675 shares worth $3.81K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings. This is a return to the name: True Wealth Design previously reported a position in AHCO as recently as Q1 2026.

True Wealth Design first reported a position in AHCO in Q1 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

  • True Wealth Design held 675 shares of AdaptHealth worth $3.81K as of Q3 2026.
  • AdaptHealth was a new True Wealth Design position in Q3 2026.
  • AdaptHealth made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1442 holding.
  • True Wealth Design first reported a position in AdaptHealth in Q1 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.