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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
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

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 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 $419M AUM 65.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Smith Group Asset Management's AVAH Position: Q2 2026 in Review

Smith Group Asset Management increased its Aveanna Healthcare (AVAH) stake by 19% in Q2 2026, buying an estimated $350K and bringing the position to 313,270 shares worth $2.68M. The position accounts for 0.11% of the portfolio, ranked #59.

Smith Group Asset Management first reported a position in AVAH in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Smith Group Asset Management held 313,270 shares of Aveanna Healthcare worth $2.68M as of Q2 2026.
  • Smith Group Asset Management bought 49,601 Aveanna Healthcare shares in Q2 2026, an estimated $350K.
  • Aveanna Healthcare made up 0.11% of Smith Group Asset Management's portfolio in Q2 2026, its #59 holding.
  • Smith Group Asset Management first reported a position in Aveanna Healthcare in Q3 2025 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.