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Heritage Family Offices’s Avanos Medical AVNS Stock Holding History

Heritage Family Offices’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,178
Closed -$142K – 198
2025
Q2 		$142K Hold
10,178
– – 0.07% 181
2025
Q1 		$146K Buy
+10,178
New +$159K 0.07% 176

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Family Offices's AVNS Position: Q3 2025 in Review

Heritage Family Offices sold out of Avanos Medical (AVNS) in Q3 2025, closing a stake of 10,178 shares — an estimated $142K sold.

Heritage Family Offices first reported a position in AVNS in Q1 2025 and held it in 2 quarters. The position peaked at $146K in Q1 2025. 276 funds tracked by Wall St. Rank hold AVNS as of Q3 2025.

  • Heritage Family Offices reported no remaining Avanos Medical position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 10,178 Avanos Medical shares in Q3 2025, an estimated $142K.
  • Heritage Family Offices first reported a position in Avanos Medical in Q1 2025 and held it in 2 quarters.
  • Heritage Family Offices's Avanos Medical position peaked at $146K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Avanos Medical as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.