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Summit Securities Group’s Aveanna Healthcare AVAH Stock Holding History

Summit Securities Group’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 		– Sell
-8,306
Closed -$53.5K – 1157
2026
Q1 		$53.5K Buy
+8,306
New +$64.2K 0.01% 383
2025
Q3 		– Sell
-1,553
Closed -$8.12K – 1027
2025
Q2 		$8.12K Buy
+1,553
New +$7.89K ﹤0.01% 916

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 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Securities Group's AVAH Position: Q2 2026 in Review

Summit Securities Group sold out of Aveanna Healthcare (AVAH) in Q2 2026, closing a stake of 8,306 shares — an estimated $53.5K sold.

Summit Securities Group first reported a position in AVAH in Q2 2025 and held it in 2 quarters. The position peaked at $53.5K in Q1 2026. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • Summit Securities Group reported no remaining Aveanna Healthcare position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 8,306 Aveanna Healthcare shares in Q2 2026, an estimated $53.5K.
  • Summit Securities Group first reported a position in Aveanna Healthcare in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's Aveanna Healthcare position peaked at $53.5K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.