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Verdad Advisers’s AdaptHealth AHCO Stock Holding History

Verdad Advisers’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 		$782K Sell
75,000
-20,000
-21% -$223K 0.75% 39
2026
Q1 		$1.13M Buy
+95,000
New +$972K 1.27% 16

Other funds holding AHCO

OCA
OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Verdad Advisers's AHCO Position: Q2 2026 in Review

Verdad Advisers reduced its AdaptHealth (AHCO) stake by 21% in Q2 2026, selling an estimated $223K and leaving 75,000 shares worth $782K. The position accounts for 0.75% of the portfolio, ranked #39.

Verdad Advisers first reported a position in AHCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 239 funds tracked by Wall St. Rank hold AHCO as of Q2 2026.

  • Verdad Advisers held 75,000 shares of AdaptHealth worth $782K as of Q2 2026.
  • Verdad Advisers sold 20,000 AdaptHealth shares in Q2 2026, an estimated $223K.
  • AdaptHealth made up 0.75% of Verdad Advisers's portfolio in Q2 2026, its #39 holding.
  • Verdad Advisers first reported a position in AdaptHealth in Q1 2026 and has held it in 2 quarters since.
  • Verdad Advisers's AdaptHealth position peaked at $1.13M in Q1 2026.
  • 239 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.