JHWEPV
AVAH icon

J.H. Whitney Equity Partners VII’s Aveanna Healthcare AVAH Stock Holding History

J.H. Whitney Equity Partners VII’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 		$232M Sell
27,061,967
-9,180,664
-25% -$64.7M 100% 1
2026
Q1 		$233M Hold
36,242,631
– – 100% 1
2025
Q4 		$296M Sell
36,242,631
-9,597,968
-21% -$86.7M 100% 1
2025
Q3 		$407M Sell
45,840,599
-81,882
-0.2% -$518K 100% 1
2025
Q2 		$240M Sell
45,922,481
-2,598,870
-5% -$13.2M 100% 1
2025
Q1 		$263M Sell
48,521,351
-134,531
-0.3% -$635K 100% 1
2024
Q4 		$222M Hold
48,655,882
– – 100% 1
2024
Q3 		$253M Hold
48,655,882
– – 100% 1
2024
Q2 		$134M Hold
48,655,882
– – 100% 1
2024
Q1 		$121M Hold
48,655,882
– – 100% 1
2023
Q4 		$130M Hold
48,655,882
– – 100% 1
2023
Q3 		$57.9M Hold
48,655,882
– – 100% 1
2023
Q2 		$82.2M Hold
48,655,882
– – 100% 1
2023
Q1 		$50.6M Hold
48,655,882
– – 100% 1
2022
Q4 		$38M Hold
48,655,882
– – 100% 1
2022
Q3 		$73M Hold
48,655,882
– – 100% 1
2022
Q2 		$110M Hold
48,655,882
– – 100% 1
2022
Q1 		$166M Hold
48,655,882
– – 100% 1
2021
Q4 		$360M Buy
+48,655,882
New +$354M 100% 1

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

J.H. Whitney Equity Partners VII's AVAH Position: Q2 2026 in Review

J.H. Whitney Equity Partners VII reduced its Aveanna Healthcare (AVAH) stake by 25% in Q2 2026, selling an estimated $64.7M and leaving 27,061,967 shares worth $232M. The position accounts for 100% of the portfolio, ranked #1.

J.H. Whitney Equity Partners VII first reported a position in AVAH in Q4 2021 and has held it in 19 quarters since. The position peaked at $407M in Q3 2025. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • J.H. Whitney Equity Partners VII held 27,061,967 shares of Aveanna Healthcare worth $232M as of Q2 2026.
  • J.H. Whitney Equity Partners VII sold 9,180,664 Aveanna Healthcare shares in Q2 2026, an estimated $64.7M.
  • Aveanna Healthcare made up 100% of J.H. Whitney Equity Partners VII's portfolio in Q2 2026, its #1 holding.
  • J.H. Whitney Equity Partners VII first reported a position in Aveanna Healthcare in Q4 2021 and has held it in 19 quarters since.
  • J.H. Whitney Equity Partners VII's Aveanna Healthcare position peaked at $407M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on J.H. Whitney Equity Partners VII's 13F filing for Q2 2026, filed 3 Aug 2026.