West Branch Capital’s AdaptHealth AHCO Stock Holding History

West Branch Capital’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	-315	Closed	-$2.97K	–	453
2025 Q2	$2.97K	Hold	315	–	–	﹤0.01%	359
2025 Q1	$3.42K	Hold	315	–	–	﹤0.01%	371
2024 Q4	$3K	Hold	315	–	–	﹤0.01%	358
2024 Q3	$3.54K	Hold	315	–	–	﹤0.01%	354
2024 Q2	$3.15K	Hold	315	–	–	﹤0.01%	359
2024 Q1	$3.63K	Hold	315	–	–	﹤0.01%	354
2023 Q4	$2.3K	Hold	315	–	–	﹤0.01%	398
2023 Q3	$2.87K	Hold	315	–	–	﹤0.01%	373
2023 Q2	$3.83K	Hold	315	–	–	﹤0.01%	366
2023 Q1	$3.92K	Buy	+315	New	+$5.79K	﹤0.01%	374

Other funds holding AHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Branch Capital's AHCO Position: Q3 2025 in Review

West Branch Capital sold out of AdaptHealth (AHCO) in Q3 2025, closing a stake of 315 shares — an estimated $2.97K sold.

West Branch Capital first reported a position in AHCO in Q1 2023 and held it in 10 quarters. The position peaked at $3.92K in Q1 2023. 225 funds tracked by Wall St. Rank hold AHCO as of Q3 2025.

West Branch Capital reported no remaining AdaptHealth position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 315 AdaptHealth shares in Q3 2025, an estimated $2.97K.
West Branch Capital first reported a position in AdaptHealth in Q1 2023 and held it in 10 quarters.
West Branch Capital's AdaptHealth position peaked at $3.92K in Q1 2023.
225 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.