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Root Financial Partners’s Aveanna Healthcare AVAH Stock Holding History

Root Financial Partners’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
-31
Closed -$200 – 639
2026
Q1 		$200 Buy
+31
New +$240 ﹤0.01% 3153

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NTCM
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BlackRock
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OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Capital Management
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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 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's AVAH Position: Q2 2026 in Review

Root Financial Partners sold out of Aveanna Healthcare (AVAH) in Q2 2026, closing a stake of 31 shares — an estimated $200 sold.

Root Financial Partners first reported a position in AVAH in Q1 2026 and held it in 1 quarter. The position peaked at $200 in Q1 2026. 216 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Root Financial Partners reported no remaining Aveanna Healthcare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 Aveanna Healthcare shares in Q2 2026, an estimated $200.
  • Root Financial Partners first reported a position in Aveanna Healthcare in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Aveanna Healthcare position peaked at $200 in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.