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Balboa Wealth Partners’s Aveanna Healthcare AVAH Stock Holding History

Balboa Wealth Partners’s Portfolio AVAH Stock Details AVAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Sell
27,333
-324
-1% -$2.28K 0.03% 402
2026
Q1 		$178K Buy
27,657
+10,767
+64% +$83.2K 0.03% 403
2025
Q4 		$138K Buy
16,890
+2,007
+13% +$18.1K 0.02% 388
2025
Q3 		$132K Buy
+14,883
New +$94.1K 0.02% 355

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $232M AUM 63.86% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Balboa Wealth Partners's AVAH Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Aveanna Healthcare (AVAH) stake by 1.2% in Q2 2026, selling an estimated $2.28K and leaving 27,333 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #402.

Balboa Wealth Partners first reported a position in AVAH in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Balboa Wealth Partners held 27,333 shares of Aveanna Healthcare worth $234K as of Q2 2026.
  • Balboa Wealth Partners sold 324 Aveanna Healthcare shares in Q2 2026, an estimated $2.28K.
  • Aveanna Healthcare made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #402 holding.
  • Balboa Wealth Partners first reported a position in Aveanna Healthcare in Q3 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.