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AHG — OAK STR HEALTH INC

Reported value held$124.55M
Funds holding (latest)22
SectorConsumer Discretionary
Funds holding (Q2 2026)7
Institutional value$290.71K · 195.11K sh
New / Add / Cut / Exit3 / 2 / 1 / 0
Top-5 / Top-10 concentration99.1% / 100.0%
Institutional holdings change Accumulating +21.7% (+34.83K sh)
Institutional value change Down -20.4%

As of Q2 2026, 7 SEC-registered investment managers reported holding AHG (OAK STR HEALTH INC) in their latest 13F filings, with a combined reported value of $290.71K across 195.11K shares. That is +21.7% by share count (+34.83K shares) versus the previous quarter, while reported value moved -20.4%. Ownership is concentrated: the five largest holders account for 99.1% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AHG is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Maverick Capital history Q2 2022 3.12M $51.34M 1.30% New
D. E. Shaw & Co history Q1 2023 31.00M $30.57M 0.04% Reduce
Goldman Sachs Group history Q4 2022 16.41M $12.48M 0.00% Reduce
Bank of America Corp history Q1 2023 12.53M $12.34M 0.00% Add
Fidelity Management & Research (FMR) history Q1 2023 8.25M $8.13M 0.00% Reduce
Wells Fargo & Co history Q2 2022 3.67M $2.64M 0.00% Hold
JPMorgan Chase & Co history Q1 2023 54.10K $2.09M 0.00% Add
Balyasny Asset Management history Q2 2022 1.76M $1.76M 0.01% New
Citigroup Inc history Q1 2023 1.50M $1.48M 0.00% Add
Wellington Management Group history Q1 2023 933.00K $919.36K 0.00% Add
Invesco Ltd history Q1 2023 425.00K $418.79K 0.00% Reduce
Renaissance Technologies history Q2 2026 70.94K $105.70K 0.00% Reduce
Northern Trust Corp history Q2 2026 51.40K $76.59K 0.00% Add
Citadel Advisors history Q2 2026 46.03K $68.58K 0.00% New
Millennium Management history Q1 2025 22.83K $27.86K 0.00% Add
Two Sigma Investments history Q4 2023 33.55K $24.82K 0.00% Reduce
Geode Capital Management history Q2 2026 14.97K $22.31K 0.00% Hold
Deutsche Bank AG history Q1 2023 22.00K $21.68K 0.00% Hold
BlackRock Inc history Q2 2026 10.06K $14.99K 0.00% Add
Marshall Wace history Q4 2021 8.20K $14.00K 0.00% New

View all 22 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Renaissance Technologies 350.60K 654.60K 551.61K 455.45K 334.30K 257.50K 233.70K 214.40K 199.40K 201.90K 206.80K 167.26K 152.60K 139.40K 145.20K 130.80K 129.20K 116.00K 98.40K 70.94K
Northern Trust Corp — — — — — — — — — — — — — — — — — 26.47K 46.88K 51.40K
Citadel Advisors 15.32K — 36.86K — 23.21K — — — — — — — — — — — — — — 46.03K
Geode Capital Management — — — — — — — — 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K 14.97K
BlackRock Inc — — — — — — — — — — — — 2.73K 1.78K 1.33K — 37 37 37 10.06K
UBS Group AG 40 5.43K — — 19.70K 23.37K 19.10K — — — 1.23K 18.35K 1.92K 6.27K 7.64K 12.96K 13.03K — — 963
Morgan Stanley 4.59K 13.46K 6.56M 6.57M 7.86M 7.86M 3.76M 3.37K — — — — — — — — — — — 739
Fidelity Management & Research (FMR) — — 14.12M 15.04M 31.04M 31.05M 8.25M — — — — — — — — — — — — —
JPMorgan Chase & Co — 239.30K 3.60K — 2.55M 4.00K 54.10K — — — — — — — — — — — — —
Goldman Sachs Group — — 18.46M 16.71M 16.91M 16.41M — — — — — — — — — — — — — —
Deutsche Bank AG — — — — — 22.00K 22.00K — — — — — — — — — — — — —
Two Sigma Investments — 193.88K 133.85K 119.72K 111.42K 101.93K 101.93K 101.93K 43.64K 33.55K — — — — — — — — — —
Balyasny Asset Management — — — 1.76M — — — — — — — — — — — — — — — —
Bank of America Corp — — 20.34M 9.00M 9.00M 9.00M 12.53M — — — — — — — — — — — — —
Citigroup Inc — — 7.03M 6.03M — 172.00K 1.50M — — — — — — — — — — — — —
D. E. Shaw & Co — — 55.00M 55.00M 32.00M 32.00M 31.00M — — — — — — — — — — — — —
Invesco Ltd — — 600.00K 600.00K 600.00K 600.00K 425.00K — — — — — — — — — — — — —
Marshall Wace — 8.20K — — — — — — — — — — — — — — — — — —
Maverick Capital — — — 3.12M — — — — — — — — — — — — — — — —
Millennium Management — — — — 33.13K 18.17K 20.00K — 27.92K 11.44K 26.15K 14.20K — 18.00K 22.83K — — — — —

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