UBS Group
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UBS Group’s Aveanna Healthcare AVAH Stock Holding History

UBS 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 		$2.62M Buy
306,132
+51,192
+20% +$361K ﹤0.01% 4850
2026
Q1 		$1.64M Sell
254,940
-139,242
-35% -$1.08M ﹤0.01% 5144
2025
Q4 		$3.22M Buy
394,182
+236,152
+149% +$2.13M ﹤0.01% 4481
2025
Q3 		$1.4M Buy
158,030
+12,455
+9% +$78.8K ﹤0.01% 5287
2025
Q2 		$761K Buy
145,575
+122,637
+535% +$623K ﹤0.01% 5673
2025
Q1 		$124K Sell
22,938
-64,942
-74% -$306K ﹤0.01% 6879
2024
Q4 		$402K Buy
87,880
+53,278
+154% +$273K ﹤0.01% 5996
2024
Q3 		$180K Buy
34,602
+18,610
+116% +$84.2K ﹤0.01% 5952
2024
Q2 		$44.1K Sell
15,992
-35,053
-69% -$87.4K ﹤0.01% 6785
2024
Q1 		$127K Sell
51,045
-4,660
-8% -$11.3K ﹤0.01% 6114
2023
Q4 		$149K Buy
55,705
+28,816
+107% +$55K ﹤0.01% 5951
2023
Q3 		$32K Sell
26,889
-1,223
-4% -$1.89K ﹤0.01% 6566
2023
Q2 		$47.5K Buy
28,112
+13,781
+96% +$17.3K ﹤0.01% 6502
2023
Q1 		$14.9K Sell
14,331
-2,366
-14% -$2.81K ﹤0.01% 7315
2022
Q4 		$13K Buy
16,697
+12,763
+324% +$13.4K ﹤0.01% 8206
2022
Q3 		$5K Sell
3,934
-1,135
-22% -$2.33K ﹤0.01% 9164
2022
Q2 		$11K Buy
5,069
+1,714
+51% +$4.97K ﹤0.01% 7780
2022
Q1 		$11K Sell
3,355
-11,236
-77% -$61K ﹤0.01% 8283
2021
Q4 		$108K Buy
14,591
+13,786
+1,713% +$100K ﹤0.01% 6244
2021
Q3 		$6K Sell
805
-921
-53% -$8.93K ﹤0.01% 8407
2021
Q2 		$21K Buy
+1,726
New +$20.5K ﹤0.01% 7268

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 Group's AVAH Position: Q2 2026 in Review

UBS Group increased its Aveanna Healthcare (AVAH) stake by 20% in Q2 2026, buying an estimated $361K and bringing the position to 306,132 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #4850.

UBS Group first reported a position in AVAH in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.22M in Q4 2025. 215 funds tracked by Wall St. Rank hold AVAH as of Q2 2026.

  • UBS Group held 306,132 shares of Aveanna Healthcare worth $2.62M as of Q2 2026.
  • UBS Group bought 51,192 Aveanna Healthcare shares in Q2 2026, an estimated $361K.
  • Aveanna Healthcare made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4850 holding.
  • UBS Group first reported a position in Aveanna Healthcare in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Aveanna Healthcare position peaked at $3.22M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2026.

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