Rothwell Investment Advisors, LLC’s DaVita DVA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DVA Stock Details DVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$94.8K	Buy	+542	New	+$109K	0.05%	290

Other funds holding DVA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DVA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in DaVita (DVA) in Q3 2026: 542 shares worth $94.8K. The stake represents 0.05% of the portfolio and ranks #290 among its holdings.

293 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

Rothwell Investment Advisors, LLC held 542 shares of DaVita worth $94.8K as of Q3 2026.
DaVita was a new Rothwell Investment Advisors, LLC position in Q3 2026.
DaVita made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #290 holding.
293 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.