UBS Group
AVAH icon

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
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 $3.27B AUM 3.23% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return