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SHP Wealth Management’s Aveanna Healthcare AVAH Stock Holding History

SHP Wealth 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
Q1 		– Sell
-25
Closed -$204 – 1828
2025
Q4 		$204 Buy
+25
New +$226 ﹤0.01% 1465

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 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 $245M AUM 34.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SHP Wealth Management's AVAH Position: Q1 2026 in Review

SHP Wealth Management sold out of Aveanna Healthcare (AVAH) in Q1 2026, closing a stake of 25 shares — an estimated $204 sold.

SHP Wealth Management first reported a position in AVAH in Q4 2025 and held it in 1 quarter. The position peaked at $204 in Q4 2025. 198 funds tracked by Wall St. Rank hold AVAH as of Q1 2026.

  • SHP Wealth Management reported no remaining Aveanna Healthcare position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 25 Aveanna Healthcare shares in Q1 2026, an estimated $204.
  • SHP Wealth Management first reported a position in Aveanna Healthcare in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Aveanna Healthcare position peaked at $204 in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.