UBS AM
AVAH icon

UBS AM’s Aveanna Healthcare AVAH Stock Holding History

UBS AM’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 		$831K Buy
96,956
+14,492
+18% +$102K ﹤0.01% 2398
2026
Q1 		$531K Buy
82,464
+11,210
+16% +$86.7K ﹤0.01% 2540
2025
Q4 		$582K Buy
71,254
+21,904
+44% +$198K ﹤0.01% 2293
2025
Q3 		$438K Sell
49,350
-48,513
-50% -$307K ﹤0.01% 2173
2025
Q2 		$512K Buy
97,863
+49,082
+101% +$250K ﹤0.01% 2483
2025
Q1 		$264K Hold
48,781
– – ﹤0.01% 2564
2024
Q4 		$223K Buy
+48,781
New +$250K ﹤0.01% 2632
2022
Q4 		– Sell
-21,000
Closed -$31.5K – 2575
2022
Q3 		$31.5K Hold
21,000
– – ﹤0.01% 2723
2022
Q2 		$47.5K Hold
21,000
– – ﹤0.01% 2672
2022
Q1 		$71.6K Hold
21,000
– – ﹤0.01% 2753
2021
Q4 		$155K Buy
+21,000
New +$153K ﹤0.01% 2790

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

UBS AM's AVAH Position: Q2 2026 in Review

UBS AM increased its Aveanna Healthcare (AVAH) stake by 18% in Q2 2026, buying an estimated $102K and bringing the position to 96,956 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

UBS AM first reported a position in AVAH in Q4 2021 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • UBS AM held 96,956 shares of Aveanna Healthcare worth $831K as of Q2 2026.
  • UBS AM bought 14,492 Aveanna Healthcare shares in Q2 2026, an estimated $102K.
  • Aveanna Healthcare made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2398 holding.
  • UBS AM first reported a position in Aveanna Healthcare in Q4 2021 and has held it in 11 quarters since.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.