Charles Schwab
AVAH icon

Charles Schwab’s Aveanna Healthcare AVAH Stock Holding History

Charles Schwab’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 		$5.27M Buy
614,738
+9,948
+2% +$70.1K ﹤0.01% 2452
2026
Q1 		$3.89M Sell
604,790
-72,046
-11% -$557K ﹤0.01% 2500
2025
Q4 		$5.53M Buy
676,836
+135,808
+25% +$1.23M ﹤0.01% 2401
2025
Q3 		$4.8M Buy
541,028
+98,187
+22% +$621K ﹤0.01% 2459
2025
Q2 		$2.32M Sell
442,841
-11,778
-3% -$59.9K ﹤0.01% 2620
2025
Q1 		$2.46M Sell
454,619
-12,087
-3% -$57K ﹤0.01% 2546
2024
Q4 		$2.13M Buy
466,706
+4,047
+0.9% +$20.7K ﹤0.01% 2658
2024
Q3 		$2.41M Buy
462,659
+17,522
+4% +$79.2K ﹤0.01% 2652
2024
Q2 		$1.23M Buy
445,137
+14,474
+3% +$36.1K ﹤0.01% 2851
2024
Q1 		$1.07M Buy
430,663
+40,764
+10% +$98.4K ﹤0.01% 2778
2023
Q4 		$1.04M Sell
389,899
-58
-0% -$111 ﹤0.01% 2813
2023
Q3 		$464K Buy
389,957
+17,355
+5% +$26.9K ﹤0.01% 3064
2023
Q2 		$630K Buy
372,602
+19,965
+6% +$25K ﹤0.01% 2945
2023
Q1 		$367K Sell
352,637
-3,122
-0.9% -$3.71K ﹤0.01% 3042
2022
Q4 		$277K Buy
355,759
+22,836
+7% +$23.9K ﹤0.01% 3133
2022
Q3 		$500K Buy
332,923
+65,916
+25% +$135K ﹤0.01% 3003
2022
Q2 		$604K Sell
267,007
-17,817
-6% -$51.7K ﹤0.01% 2998
2022
Q1 		$972K Buy
284,824
+9,340
+3% +$50.7K ﹤0.01% 2859
2021
Q4 		$2.04M Buy
275,484
+3,628
+1% +$26.4K ﹤0.01% 2702
2021
Q3 		$2.18M Buy
271,856
+4,973
+2% +$48.2K ﹤0.01% 2681
2021
Q2 		$3.3M Buy
+266,883
New +$3.17M ﹤0.01% 2551

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

Charles Schwab's AVAH Position: Q2 2026 in Review

Charles Schwab increased its Aveanna Healthcare (AVAH) stake by 1.6% in Q2 2026, buying an estimated $70.1K and bringing the position to 614,738 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Charles Schwab first reported a position in AVAH in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.53M in Q4 2025. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Charles Schwab held 614,738 shares of Aveanna Healthcare worth $5.27M as of Q2 2026.
  • Charles Schwab bought 9,948 Aveanna Healthcare shares in Q2 2026, an estimated $70.1K.
  • Aveanna Healthcare made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2452 holding.
  • Charles Schwab first reported a position in Aveanna Healthcare in Q2 2021 and has held it in 21 quarters since.
  • Charles Schwab's Aveanna Healthcare position peaked at $5.53M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.