EverSource Wealth Advisors’s Aveanna Healthcare AVAH Stock Holding History

EverSource Wealth Advisors’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	$113K	Buy	17,552 +3,172	+22%	+$24.5K	﹤0.01%	1358
2025 Q4	$117K	Buy	14,380 +2,914	+25%	+$26.3K	﹤0.01%	1230
2025 Q3	$102K	Buy	11,466 +11,453	+88,100%	+$72.4K	﹤0.01%	1266
2025 Q2	$68	Hold	13	–	–	﹤0.01%	4168
2025 Q1	$70	Buy	+13	New	+$61	﹤0.01%	3868
2023 Q2	–	Sell	-9,000	Closed	-$9.36K	–	2504
2023 Q1	$9.36K	Buy	+9,000	New	+$10.7K	﹤0.01%	1396
2022 Q1	–	Sell	-946	Closed	-$7K	–	1707
2021 Q4	$7K	Buy	+946	New	+$6.87K	﹤0.01%	1085

Other funds holding AVAH

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return

Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return