Arlington Trust’s DaVita DVA Stock Holding History

Arlington Trust’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	$667	Hold	3	–	–	﹤0.01%	764
2026 Q1	$461	Buy	+3	New	+$407	﹤0.01%	783

Other funds holding DVA

WCM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 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

Arlington Trust's DVA Position: Q2 2026 in Review

Arlington Trust held its DaVita (DVA) position steady in Q2 2026 at 3 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Arlington Trust first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Arlington Trust held 3 shares of DaVita worth $667 as of Q2 2026.
Arlington Trust left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #764 holding.
Arlington Trust first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.