Adirondack Trust Company’s DaVita DVA Stock Holding History

Adirondack Trust Company’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 Q2	$16.7K	Hold	75	–	–	0.01%	369
2026 Q1	$11.5K	Hold	75	–	–	﹤0.01%	381
2025 Q4	$8.52K	Hold	75	–	–	﹤0.01%	405
2025 Q3	$9.96K	Hold	75	–	–	﹤0.01%	396
2025 Q2	$10.7K	Hold	75	–	–	﹤0.01%	356
2025 Q1	$11.5K	Hold	75	–	–	﹤0.01%	337
2024 Q4	$11.2K	Hold	75	–	–	﹤0.01%	350
2024 Q3	$12.3K	Hold	75	–	–	﹤0.01%	346
2024 Q2	$10.4K	Hold	75	–	–	﹤0.01%	355
2024 Q1	$10.4K	Hold	75	–	–	﹤0.01%	356
2023 Q4	$9.52K	Sell	75 -85	-53%	-$7.85K	﹤0.01%	360
2023 Q3	$15.1K	Sell	160 -100	-38%	-$10.2K	0.01%	312
2023 Q2	$26.5K	Hold	260	–	–	0.01%	248
2023 Q1	$21.1K	Hold	260	–	–	0.01%	262
2022 Q4	$19.4K	Buy	260 +100	+63%	+$7.77K	0.01%	269
2022 Q3	$13K	Buy	+160	New	+$14K	0.01%	293

Other funds holding DVA

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Adirondack Trust Company's DVA Position: Q2 2026 in Review

Adirondack Trust Company held its DaVita (DVA) position steady in Q2 2026 at 75 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #369.

Adirondack Trust Company first reported a position in DVA in Q3 2022 and has held it in 16 quarters since. The position peaked at $26.5K in Q2 2023. 71 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Adirondack Trust Company held 75 shares of DaVita worth $16.7K as of Q2 2026.
Adirondack Trust Company left its DaVita share count unchanged in Q2 2026.
DaVita made up 0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #369 holding.
Adirondack Trust Company first reported a position in DaVita in Q3 2022 and has held it in 16 quarters since.
Adirondack Trust Company's DaVita position peaked at $26.5K in Q2 2023.
71 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.