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Blue Bell Private Wealth Management’s Aveanna Healthcare AVAH Stock Holding History

Blue Bell Private Wealth Management’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 		$7.34K Hold
856
– – ﹤0.01% 599
2026
Q1 		$5.51K Hold
856
– – ﹤0.01% 610
2025
Q4 		$6.99K Hold
856
– – ﹤0.01% 586
2025
Q3 		$7.59K Buy
+856
New +$5.41K ﹤0.01% 567

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 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Blue Bell Private Wealth Management's AVAH Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Aveanna Healthcare (AVAH) position steady in Q2 2026 at 856 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Blue Bell Private Wealth Management first reported a position in AVAH in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.59K in Q3 2025. 217 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Blue Bell Private Wealth Management held 856 shares of Aveanna Healthcare worth $7.34K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Aveanna Healthcare share count unchanged in Q2 2026.
  • Aveanna Healthcare made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Blue Bell Private Wealth Management first reported a position in Aveanna Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Blue Bell Private Wealth Management's Aveanna Healthcare position peaked at $7.59K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.