Carson Wealth (CWM LLC)
AVAH icon

Carson Wealth (CWM LLC)’s Aveanna Healthcare AVAH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$62.1K Sell
9,643
-6,275
-39% -$48.5K ﹤0.01% 3645
2025
Q4 		$130K Buy
15,918
+396
+3% +$3.58K ﹤0.01% 2877
2025
Q3 		$138K Buy
15,522
+15,045
+3,154% +$95.1K ﹤0.01% 2730
2025
Q2 		$2K Sell
477
-32
-6% -$163 ﹤0.01% 4847
2025
Q1 		$3K Buy
509
+381
+298% +$1.8K ﹤0.01% 4599
2024
Q4 		$1K Sell
128
-36
-22% -$184 ﹤0.01% 4656
2024
Q3 		$1K Buy
164
+91
+125% +$412 ﹤0.01% 4511
2024
Q2 		$0 Buy
73
+64
+711% +$160 ﹤0.01% 4581
2024
Q1 		$0 Buy
+9
New +$22 ﹤0.01% 4305

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
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVAH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aveanna Healthcare (AVAH) stake by 39% in Q1 2026, selling an estimated $48.5K and leaving 9,643 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3645.

Carson Wealth (CWM LLC) first reported a position in AVAH in Q1 2024 and has held it in 9 quarters since. The position peaked at $138K in Q3 2025. 199 funds tracked by Wall St. Rank hold AVAH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,643 shares of Aveanna Healthcare worth $62.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,275 Aveanna Healthcare shares in Q1 2026, an estimated $48.5K.
  • Aveanna Healthcare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3645 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aveanna Healthcare in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Aveanna Healthcare position peaked at $138K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.