Principal Financial Group
AVAH icon

Principal Financial Group’s Aveanna Healthcare AVAH Stock Holding History

Principal Financial Group’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 		$1.3M Buy
151,715
+12,802
+9% +$90.2K ﹤0.01% 1905
2026
Q1 		$895K Buy
+138,913
New +$1.07M ﹤0.01% 1962
2023
Q4 		– Sell
-3,208,351
Closed -$3.82M – 2420
2023
Q3 		$3.82M Sell
3,208,351
-28,512
-0.9% -$44.2K ﹤0.01% 1619
2023
Q2 		$5.47M Buy
3,236,863
+26,999
+0.8% +$33.9K ﹤0.01% 1496
2023
Q1 		$3.34M Buy
3,209,864
+35,653
+1% +$42.4K ﹤0.01% 1661
2022
Q4 		$2.48M Sell
3,174,211
-205,878
-6% -$215K ﹤0.01% 1729
2022
Q3 		$5.07M Buy
3,380,089
+242,234
+8% +$498K ﹤0.01% 1487
2022
Q2 		$7.09M Buy
3,137,855
+680,016
+28% +$1.97M 0.01% 1426
2022
Q1 		$8.38M Buy
2,457,839
+132,663
+6% +$720K 0.01% 1477
2021
Q4 		$17.2M Buy
2,325,176
+1,048,779
+82% +$7.62M 0.01% 1053
2021
Q3 		$10.2M Buy
1,276,397
+26,551
+2% +$257K 0.01% 1393
2021
Q2 		$15.5M Buy
+1,249,846
New +$14.8M 0.01% 1173

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

Principal Financial Group's AVAH Position: Q2 2026 in Review

Principal Financial Group increased its Aveanna Healthcare (AVAH) stake by 9.2% in Q2 2026, buying an estimated $90.2K and bringing the position to 151,715 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Principal Financial Group first reported a position in AVAH in Q2 2021 and has held it in 12 quarters since. The position peaked at $17.2M in Q4 2021. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Principal Financial Group held 151,715 shares of Aveanna Healthcare worth $1.3M as of Q2 2026.
  • Principal Financial Group bought 12,802 Aveanna Healthcare shares in Q2 2026, an estimated $90.2K.
  • Aveanna Healthcare made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1905 holding.
  • Principal Financial Group first reported a position in Aveanna Healthcare in Q2 2021 and has held it in 12 quarters since.
  • Principal Financial Group's Aveanna Healthcare position peaked at $17.2M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.