Creative Planning
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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
Q2 		$238K Buy
27,754
+16,869
+155% +$119K ﹤0.01% 3755
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 $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

Creative Planning's AVAH Position: Q2 2026 in Review

Creative Planning increased its Aveanna Healthcare (AVAH) stake by 155% in Q2 2026, buying an estimated $119K and bringing the position to 27,754 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

Creative Planning first reported a position in AVAH in Q4 2022 and has held it in 15 quarters since. The position peaked at $252K in Q3 2024. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Creative Planning held 27,754 shares of Aveanna Healthcare worth $238K as of Q2 2026.
  • Creative Planning bought 16,869 Aveanna Healthcare shares in Q2 2026, an estimated $119K.
  • Aveanna Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3755 holding.
  • Creative Planning first reported a position in Aveanna Healthcare in Q4 2022 and has held it in 15 quarters since.
  • Creative Planning's Aveanna Healthcare position peaked at $252K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.