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Moran Wealth Management’s Aveanna Healthcare AVAH Stock Holding History

Moran Wealth Management’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 		– Sell
-20,912
Closed -$171K – 484
2025
Q4 		$171K Sell
20,912
-1,775
-8% -$16K 0.01% 482
2025
Q3 		$201K Buy
+22,687
New +$143K 0.01% 491

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Moran Wealth Management's AVAH Position: Q1 2026 in Review

Moran Wealth Management sold out of Aveanna Healthcare (AVAH) in Q1 2026, closing a stake of 20,912 shares — an estimated $171K sold.

Moran Wealth Management first reported a position in AVAH in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 199 funds tracked by Wall St. Rank hold AVAH as of Q1 2026.

  • Moran Wealth Management reported no remaining Aveanna Healthcare position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 20,912 Aveanna Healthcare shares in Q1 2026, an estimated $171K.
  • Moran Wealth Management first reported a position in Aveanna Healthcare in Q3 2025 and held it in 2 quarters.
  • Moran Wealth Management's Aveanna Healthcare position peaked at $201K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.