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Wealthspire Advisors (New York)’s AdaptHealth AHCO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-136
Closed -$1.22K – 1076
2025
Q3 		$1.22K Buy
+136
New +$1.26K ﹤0.01% 2713

Other funds holding AHCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Wealthspire Advisors (New York)'s AHCO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AdaptHealth (AHCO) in Q4 2025, closing a stake of 136 shares — an estimated $1.22K sold.

Wealthspire Advisors (New York) first reported a position in AHCO in Q3 2025 and held it in 1 quarter. The position peaked at $1.22K in Q3 2025. 231 funds tracked by Wall St. Rank hold AHCO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AdaptHealth position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 136 AdaptHealth shares in Q4 2025, an estimated $1.22K.
  • Wealthspire Advisors (New York) first reported a position in AdaptHealth in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AdaptHealth position peaked at $1.22K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.