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 Q2	$1.38M	Buy	160,902 +109,852	+215%	+$774K	﹤0.01%	4130
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

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

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 Malvern, Pennsylvania $4.68T AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial's AVAH Position: Q2 2026 in Review

LPL Financial increased its Aveanna Healthcare (AVAH) stake by 215% in Q2 2026, buying an estimated $774K and bringing the position to 160,902 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #4130.

LPL Financial first reported a position in AVAH in Q4 2021 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

LPL Financial held 160,902 shares of Aveanna Healthcare worth $1.38M as of Q2 2026.
LPL Financial bought 109,852 Aveanna Healthcare shares in Q2 2026, an estimated $774K.
Aveanna Healthcare made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4130 holding.
LPL Financial first reported a position in Aveanna Healthcare in Q4 2021 and has held it in 8 quarters since.
215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.