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Callahan Advisors’s DaVita DVA Stock Holding History

Callahan Advisors’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 		$10M Buy
45,098
+9,959
+28% +$1.81M 0.76% 39
2026
Q1 		$5.4M Buy
35,139
+25,547
+266% +$3.47M 0.45% 56
2025
Q4 		$1.09M Buy
+9,592
New +$1.17M 0.09% 111

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Callahan Advisors's DVA Position: Q2 2026 in Review

Callahan Advisors increased its DaVita (DVA) stake by 28% in Q2 2026, buying an estimated $1.81M and bringing the position to 45,098 shares worth $10M. The position accounts for 0.76% of the portfolio, ranked #39.

Callahan Advisors first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Callahan Advisors held 45,098 shares of DaVita worth $10M as of Q2 2026.
  • Callahan Advisors bought 9,959 DaVita shares in Q2 2026, an estimated $1.81M.
  • DaVita made up 0.76% of Callahan Advisors's portfolio in Q2 2026, its #39 holding.
  • Callahan Advisors first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.