Morgan Stanley
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Morgan Stanley’s Aveanna Healthcare AVAH Stock Holding History

Morgan Stanley’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 		$10.9M Sell
1,274,034
-269,035
-17% -$1.9M ﹤0.01% 3610
2026
Q1 		$9.94M Sell
1,543,069
-175,030
-10% -$1.35M ﹤0.01% 3569
2025
Q4 		$14M Buy
1,718,099
+132,665
+8% +$1.2M ﹤0.01% 3277
2025
Q3 		$14.1M Buy
1,585,434
+1,086,164
+218% +$6.87M ﹤0.01% 3238
2025
Q2 		$2.61M Buy
499,270
+306,205
+159% +$1.56M ﹤0.01% 4534
2025
Q1 		$1.05M Sell
193,065
-25,241
-12% -$119K ﹤0.01% 4978
2024
Q4 		$998K Buy
218,306
+30,414
+16% +$156K ﹤0.01% 5091
2024
Q3 		$977K Buy
187,892
+130,037
+225% +$588K ﹤0.01% 5052
2024
Q2 		$160K Sell
57,855
-14,700
-20% -$36.6K ﹤0.01% 5768
2024
Q1 		$181K Sell
72,555
-28,023
-28% -$67.7K ﹤0.01% 5770
2023
Q4 		$270K Buy
100,578
+69,921
+228% +$133K ﹤0.01% 5589
2023
Q3 		$36.5K Sell
30,657
-14,929
-33% -$23.1K ﹤0.01% 6291
2023
Q2 		$77K Buy
45,586
+12,927
+40% +$16.2K ﹤0.01% 6052
2023
Q1 		$34K Sell
32,659
-20,424
-38% -$24.3K ﹤0.01% 6423
2022
Q4 		$41.4K Sell
53,083
-125,723
-70% -$132K ﹤0.01% 6370
2022
Q3 		$269K Sell
178,806
-150,028
-46% -$308K ﹤0.01% 5581
2022
Q2 		$743K Buy
328,834
+273,679
+496% +$793K ﹤0.01% 5205
2022
Q1 		$188K Buy
55,155
+14,437
+35% +$78.4K ﹤0.01% 5957
2021
Q4 		$300K Sell
40,718
-17,557
-30% -$128K ﹤0.01% 5844
2021
Q3 		$467K Buy
58,275
+36,744
+171% +$356K ﹤0.01% 5540
2021
Q2 		$266K Buy
+21,531
New +$255K ﹤0.01% 5871

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
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

Morgan Stanley's AVAH Position: Q2 2026 in Review

Morgan Stanley reduced its Aveanna Healthcare (AVAH) stake by 17% in Q2 2026, selling an estimated $1.9M and leaving 1,274,034 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Morgan Stanley first reported a position in AVAH in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.1M in Q3 2025. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Morgan Stanley held 1,274,034 shares of Aveanna Healthcare worth $10.9M as of Q2 2026.
  • Morgan Stanley sold 269,035 Aveanna Healthcare shares in Q2 2026, an estimated $1.9M.
  • Aveanna Healthcare made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3610 holding.
  • Morgan Stanley first reported a position in Aveanna Healthcare in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Aveanna Healthcare position peaked at $14.1M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.