Creative Planning
Position in AVAH — Aveanna Healthcare Holdings, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in AVAH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$237,851
+$167,752 QoQ
Shares Held
27,754
+155.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 214 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVAH Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. AVAH ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
78,107 | $30,453,137 | |
| 2 | CHE |
Chemed Corp
|
25,772 | $12,003,050 | |
| 3 | ENSG |
Ensign Group, Inc
|
54,157 | $8,681,366 | |
| 4 | UHS |
Universal Health Services Inc
|
52,582 | $7,818,416 | |
| 5 | EHC |
Encompass Health Corp
|
75,142 | $7,595,352 | |
| 6 | FMS |
Fresenius Medical Care AG
|
297,333 | $6,722,698 | |
| 7 | DVA |
Davita Inc.
|
23,146 | $5,149,521 | |
| 8 | NHC |
National Healthcare Corp
|
19,715 | $4,166,962 |
All Filings in AVAH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,851 | 27,754 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $70,099 | 10,885 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $134,617 | 16,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $198,713 | 22,403 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,940 | 47,025 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $221,428 | 40,854 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $197,309 | 43,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $252,210 | 48,502 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $110,400 | 40,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $99,600 | 40,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $107,200 | 40,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,600 | 40,000 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $67,600 | 40,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $41,600 | 40,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,200 | 40,000 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||