ARS Wealth Advisors Group’s DaVita DVA Stock Holding History

ARS Wealth Advisors Group’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	$934K	Buy	4,200 +100	+2%	+$18.2K	0.07%	100
2026 Q1	$630K	Hold	4,100	–	–	0.05%	116
2025 Q4	$466K	Hold	4,100	–	–	0.04%	116
2025 Q3	$545K	Hold	4,100	–	–	0.05%	105
2025 Q2	$584K	Hold	4,100	–	–	0.07%	99
2025 Q1	$627K	Hold	4,100	–	–	0.09%	82
2024 Q4	$613K	Hold	4,100	–	–	0.08%	86
2024 Q3	$672K	Hold	4,100	–	–	0.08%	88
2024 Q2	$568K	Hold	4,100	–	–	0.07%	89
2024 Q1	$566K	Hold	4,100	–	–	0.08%	90
2023 Q4	$430K	Hold	4,100	–	–	0.06%	100
2023 Q3	$388K	Hold	4,100	–	–	0.06%	102
2023 Q2	$412K	Hold	4,100	–	–	0.07%	97
2023 Q1	$333K	Hold	4,100	–	–	0.06%	96
2022 Q4	$306K	Hold	4,100	–	–	0.05%	106
2022 Q3	$339K	Hold	4,100	–	–	0.05%	110
2022 Q2	$328K	Hold	4,100	–	–	0.05%	126
2022 Q1	$464K	Sell	4,100 -12	-0.3%	-$1.35K	0.08%	82
2021 Q4	$468K	Buy	4,112 +12	+0.3%	+$1.29K	0.08%	89
2021 Q3	$477K	Buy	+4,100	New	+$513K	0.09%	84

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

ARS Wealth Advisors Group's DVA Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its DaVita (DVA) stake by 2.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 4,200 shares worth $934K. The position accounts for 0.07% of the portfolio, ranked #100.

ARS Wealth Advisors Group first reported a position in DVA in Q3 2021 and has held it in 20 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

ARS Wealth Advisors Group held 4,200 shares of DaVita worth $934K as of Q2 2026.
ARS Wealth Advisors Group bought 100 DaVita shares in Q2 2026, an estimated $18.2K.
DaVita made up 0.07% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #100 holding.
ARS Wealth Advisors Group first reported a position in DaVita in Q3 2021 and has held it in 20 quarters since.
87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.