Carson Wealth (CWM LLC)’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Buy |
6,999
+4,844
| +225% | +$657K | ﹤0.01% | 1496 |
|
|
2025
Q4 | $245K | Buy |
2,155
+710
| +49% | +$86.3K | ﹤0.01% | 2399 |
|
|
2025
Q3 | $192K | Sell |
1,445
-73
| -5% | -$10K | ﹤0.01% | 2481 |
|
|
2025
Q2 | $216K | Sell |
1,518
-26
| -2% | -$3.68K | ﹤0.01% | 2113 |
|
|
2025
Q1 | $236K | Sell |
1,544
-369
| -19% | -$58K | ﹤0.01% | 1816 |
|
|
2024
Q4 | $286K | Buy |
1,913
+57
| +3% | +$8.94K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $304K | Sell |
1,856
-69
| -4% | -$10.2K | ﹤0.01% | 1536 |
|
|
2024
Q2 | $267K | Sell |
1,925
-158
| -8% | -$21.8K | ﹤0.01% | 1445 |
|
|
2024
Q1 | $288K | Buy |
2,083
+546
| +36% | +$65.5K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $161K | Buy |
1,537
+414
| +37% | +$38.3K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $106K | Buy |
1,123
+113
| +11% | +$11.5K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $101K | Buy |
1,010
+180
| +22% | +$16.7K | ﹤0.01% | 1558 |
|
|
2023
Q1 | $67K | Buy |
830
+364
| +78% | +$29.2K | ﹤0.01% | 1710 |
|
|
2022
Q4 | $35K | Sell |
466
-553
| -54% | -$42.9K | ﹤0.01% | 1973 |
|
|
2022
Q3 | $84K | Buy |
1,019
+423
| +71% | +$37.1K | ﹤0.01% | 1411 |
|
|
2022
Q2 | $48K | Buy |
596
+164
| +38% | +$16.6K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $49K | Buy |
432
+262
| +154% | +$29.4K | ﹤0.01% | 1619 |
|
|
2021
Q4 | $19K | Buy |
+170
| New | +$18.3K | ﹤0.01% | 2015 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2421 |
|
|
2021
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2421 |
|
|
2020
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2419 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2419 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2419 |
|
|
2019
Q1 | $4K | Buy |
36
+9
| +33% | +$498 | ﹤0.01% | 2419 |
|
|
2018
Q4 | $1K | Buy |
+27
| New | +$1.73K | ﹤0.01% | 1874 |
|
|
2017
Q4 | – | Sell |
-30
| Closed | -$2K | – | 1483 |
|
|
2017
Q3 | $2K | Buy |
30
+15
| +100% | +$903 | ﹤0.01% | 1280 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$993 | ﹤0.01% | 1086 |
|
Other funds holding DVA
VCM
VPM
Carson Wealth (CWM LLC)'s DVA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its DaVita (DVA) stake by 225% in Q1 2026, buying an estimated $657K and bringing the position to 6,999 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.
Carson Wealth (CWM LLC) first reported a position in DVA in Q2 2017 and has held it in 31 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,999 shares of DaVita worth $1.08M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,844 DaVita shares in Q1 2026, an estimated $657K.
- DaVita made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1496 holding.
- Carson Wealth (CWM LLC) first reported a position in DaVita in Q2 2017 and has held it in 31 quarters since.
- 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.