WMS
AHCO icon

Wealth Management Strategies’s AdaptHealth AHCO Stock Holding History

Wealth Management Strategies’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
Q3 		– Sell
-14,852
Closed -$140K – 40
2025
Q2 		$140K Buy
+14,852
New +$131K 0.08% 39

Other funds holding AHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $94.1M AUM 10.85% 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 $552B AUM 44.19% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Management Strategies's AHCO Position: Q3 2025 in Review

Wealth Management Strategies sold out of AdaptHealth (AHCO) in Q3 2025, closing a stake of 14,852 shares — an estimated $140K sold.

Wealth Management Strategies first reported a position in AHCO in Q2 2025 and held it in 1 quarter. The position peaked at $140K in Q2 2025. 225 funds tracked by Wall St. Rank hold AHCO as of Q3 2025.

  • Wealth Management Strategies reported no remaining AdaptHealth position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Strategies sold 14,852 AdaptHealth shares in Q3 2025, an estimated $140K.
  • Wealth Management Strategies first reported a position in AdaptHealth in Q2 2025 and held it in 1 quarter.
  • Wealth Management Strategies's AdaptHealth position peaked at $140K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2025.

Based on Wealth Management Strategies's 13F filing for Q3 2025, filed 17 Nov 2025.