Smith Group Asset Management’s Aveanna Healthcare AVAH Stock Holding History

Smith Group Asset 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 Q3	$1.12M	Sell	89,979 -223,291	-71%	-$2.57M	0.07%	62
2026 Q2	$2.68M	Buy	313,270 +49,601	+19%	+$350K	0.11%	59
2026 Q1	$1.7M	Buy	263,669 +67,393	+34%	+$521K	0.09%	70
2025 Q4	$1.6M	Buy	196,276 +178,018	+975%	+$1.61M	0.09%	72
2025 Q3	$162K	Buy	+18,258	New	+$115K	0.01%	172

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

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Smith Group Asset Management's AVAH Position: Q3 2026 in Review

Smith Group Asset Management reduced its Aveanna Healthcare (AVAH) stake by 71% in Q3 2026, selling an estimated $2.57M and leaving 89,979 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #62.

Smith Group Asset Management first reported a position in AVAH in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.68M in Q2 2026. 36 funds tracked by Wall St. Rank hold AVAH as of Q3 2026.

Smith Group Asset Management held 89,979 shares of Aveanna Healthcare worth $1.12M as of Q3 2026.
Smith Group Asset Management sold 223,291 Aveanna Healthcare shares in Q3 2026, an estimated $2.57M.
Aveanna Healthcare made up 0.07% of Smith Group Asset Management's portfolio in Q3 2026, its #62 holding.
Smith Group Asset Management first reported a position in Aveanna Healthcare in Q3 2025 and has held it in 5 quarters since.
Smith Group Asset Management's Aveanna Healthcare position peaked at $2.68M in Q2 2026.
36 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.