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 Q3	$735K	Hold	4,200	–	–	0.05%	108
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

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

ARS Wealth Advisors Group's DVA Position: Q3 2026 in Review

ARS Wealth Advisors Group held its DaVita (DVA) position steady in Q3 2026 at 4,200 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #108.

ARS Wealth Advisors Group first reported a position in DVA in Q3 2021 and has held it in 21 quarters since. The position peaked at $934K in Q2 2026. 321 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

ARS Wealth Advisors Group held 4,200 shares of DaVita worth $735K as of Q3 2026.
ARS Wealth Advisors Group left its DaVita share count unchanged in Q3 2026.
DaVita made up 0.05% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #108 holding.
ARS Wealth Advisors Group first reported a position in DaVita in Q3 2021 and has held it in 21 quarters since.
ARS Wealth Advisors Group's DaVita position peaked at $934K in Q2 2026.
321 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.