LPL Financial

LPL Financial’s Aveanna Healthcare AVAH Stock Holding History

LPL Financial’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	$329K	Sell	51,050 -276	-0.5%	-$2.13K	﹤0.01%	5127
2025 Q4	$419K	Buy	51,326 +29,956	+140%	+$271K	﹤0.01%	4878
2025 Q3	$190K	Buy	+21,370	New	+$135K	﹤0.01%	5366
2023 Q2	–	Sell	-11,500	Closed	-$12K	–	4594
2023 Q1	$12K	Hold	11,500	–	–	﹤0.01%	4445
2022 Q4	$8.97K	Buy	+11,500	New	+$12K	﹤0.01%	4419
2022 Q3	–	Sell	-35,801	Closed	-$81K	–	4421
2022 Q2	$81K	Buy	+35,801	New	+$104K	﹤0.01%	4161
2022 Q1	–	Sell	-16,784	Closed	-$124K	–	4189
2021 Q4	$124K	Buy	+16,784	New	+$122K	﹤0.01%	4092

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