Creative Planning
AVAH icon

Creative Planning’s Aveanna Healthcare AVAH Stock Holding History

Creative Planning’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 		$70.1K Sell
10,885
-5,592
-34% -$43.2K ﹤0.01% 3958
2025
Q4 		$135K Sell
16,477
-5,926
-26% -$53.5K ﹤0.01% 3660
2025
Q3 		$199K Sell
22,403
-24,622
-52% -$156K ﹤0.01% 3488
2025
Q2 		$246K Buy
47,025
+6,171
+15% +$31.4K ﹤0.01% 3065
2025
Q1 		$221K Sell
40,854
-2,321
-5% -$11K ﹤0.01% 2982
2024
Q4 		$197K Sell
43,175
-5,327
-11% -$27.3K ﹤0.01% 2975
2024
Q3 		$252K Buy
48,502
+8,502
+21% +$38.4K ﹤0.01% 2667
2024
Q2 		$110K Hold
40,000
– – ﹤0.01% 2822
2024
Q1 		$99.6K Hold
40,000
– – ﹤0.01% 2710
2023
Q4 		$107K Hold
40,000
– – ﹤0.01% 2562
2023
Q3 		$47.6K Hold
40,000
– – ﹤0.01% 2487
2023
Q2 		$67.6K Hold
40,000
– – ﹤0.01% 2406
2023
Q1 		$41.6K Hold
40,000
– – ﹤0.01% 2367
2022
Q4 		$31.2K Buy
+40,000
New +$41.9K ﹤0.01% 2286

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return