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 Q3	$4.2K	Hold	24	–	–	﹤0.01%	426
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	+$1.76K	﹤0.01%	439

Other funds holding DVA

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

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Aspect Partners's DVA Position: Q3 2026 in Review

Aspect Partners held its DaVita (DVA) position steady in Q3 2026 at 24 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Aspect Partners first reported a position in DVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.34K in Q2 2026. 118 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

Aspect Partners held 24 shares of DaVita worth $4.2K as of Q3 2026.
Aspect Partners left its DaVita share count unchanged in Q3 2026.
DaVita made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #426 holding.
Aspect Partners first reported a position in DaVita in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's DaVita position peaked at $5.34K in Q2 2026.
118 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.