Simplicity Wealth’s Aveanna Healthcare AVAH Stock Holding History

Simplicity Wealth’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	$297K	Buy	+23,932	New	+$275K	0.01%	863

Other funds holding AVAH

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

OIA

Oakmont Investment Advisors Pittsburgh, Pennsylvania $148M AUM 63.88% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Simplicity Wealth's AVAH Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Aveanna Healthcare (AVAH) in Q3 2026: 23,932 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings.

29 funds tracked by Wall St. Rank hold AVAH as of Q3 2026.

Simplicity Wealth held 23,932 shares of Aveanna Healthcare worth $297K as of Q3 2026.
Aveanna Healthcare was a new Simplicity Wealth position in Q3 2026.
Aveanna Healthcare made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #863 holding.
29 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.