Root Financial Partners
AVAH icon

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
Q3 		$3.85K Buy
+310
New +$3.57K ﹤0.01% 2332
2026
Q2 		– Sell
-31
Closed -$200 – 639
2026
Q1 		$200 Buy
+31
New +$240 ﹤0.01% 3153

Other funds holding AVAH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's AVAH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Aveanna Healthcare (AVAH) in Q3 2026: 310 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #2332 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AVAH as recently as Q1 2026.

Root Financial Partners first reported a position in AVAH in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold AVAH as of Q3 2026.

  • Root Financial Partners held 310 shares of Aveanna Healthcare worth $3.85K as of Q3 2026.
  • Aveanna Healthcare was a new Root Financial Partners position in Q3 2026.
  • Aveanna Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2332 holding.
  • Root Financial Partners first reported a position in Aveanna Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.