AP
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Aspect Partners’s DaVita DVA Stock Holding History

Aspect Partners’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 		$5.34K Hold
24
– – ﹤0.01% 401
2026
Q1 		$3.69K Buy
24
+1
+4% +$136 ﹤0.01% 404
2025
Q4 		$2.61K Buy
23
+4
+21% +$486 ﹤0.01% 478
2025
Q3 		$2.52K Hold
19
– – ﹤0.01% 506
2025
Q2 		$2.71K Hold
19
– – ﹤0.01% 444
2025
Q1 		$2.91K Hold
19
– – ﹤0.01% 410
2024
Q4 		$2.84K Hold
19
– – ﹤0.01% 441
2024
Q3 		$3.12K Hold
19
– – ﹤0.01% 409
2024
Q2 		$2.63K Hold
19
– – ﹤0.01% 429
2024
Q1 		$2.62K Hold
19
– – ﹤0.01% 427
2023
Q4 		$1.99K Buy
+19
New +$1.75K ﹤0.01% 439

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspect Partners's DVA Position: Q2 2026 in Review

Aspect Partners held its DaVita (DVA) position steady in Q2 2026 at 24 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Aspect Partners first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Aspect Partners held 24 shares of DaVita worth $5.34K as of Q2 2026.
  • Aspect Partners left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #401 holding.
  • Aspect Partners first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.