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O'Shaughnessy Asset Management’s Aveanna Healthcare AVAH Stock Holding History

O'Shaughnessy Asset 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
Q2 		– Sell
-14,009
Closed -$90.2K – 2631
2026
Q1 		$90.2K Sell
14,009
-3,909
-22% -$30.2K ﹤0.01% 2135
2025
Q4 		$146K Sell
17,918
-35,700
-67% -$322K ﹤0.01% 2059
2025
Q3 		$476K Buy
+53,618
New +$339K ﹤0.01% 1516

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

O'Shaughnessy Asset Management's AVAH Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Aveanna Healthcare (AVAH) in Q2 2026, closing a stake of 14,009 shares — an estimated $90.2K sold.

O'Shaughnessy Asset Management first reported a position in AVAH in Q3 2025 and held it in 3 quarters. The position peaked at $476K in Q3 2025. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Aveanna Healthcare position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 14,009 Aveanna Healthcare shares in Q2 2026, an estimated $90.2K.
  • O'Shaughnessy Asset Management first reported a position in Aveanna Healthcare in Q3 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Aveanna Healthcare position peaked at $476K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.