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Empirical Wealth Management’s Aveanna Healthcare AVAH Stock Holding History

Empirical 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
2025
Q3 		– Sell
-66,893
Closed -$350K – 800
2025
Q2 		$350K Buy
66,893
+1,479
+2% +$7.52K 0.01% 495
2025
Q1 		$355K Buy
65,414
+40,243
+160% +$190K 0.01% 475
2024
Q4 		$115K Buy
25,171
+3,407
+16% +$17.4K ﹤0.01% 601
2024
Q3 		$113K Buy
+21,764
New +$98.4K ﹤0.01% 557

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
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Empirical Wealth Management's AVAH Position: Q3 2025 in Review

Empirical Wealth Management sold out of Aveanna Healthcare (AVAH) in Q3 2025, closing a stake of 66,893 shares — an estimated $350K sold.

Empirical Wealth Management first reported a position in AVAH in Q3 2024 and held it in 4 quarters. The position peaked at $355K in Q1 2025. 168 funds tracked by Wall St. Rank hold AVAH as of Q3 2025.

  • Empirical Wealth Management reported no remaining Aveanna Healthcare position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 66,893 Aveanna Healthcare shares in Q3 2025, an estimated $350K.
  • Empirical Wealth Management first reported a position in Aveanna Healthcare in Q3 2024 and held it in 4 quarters.
  • Empirical Wealth Management's Aveanna Healthcare position peaked at $355K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.