Cedar Mountain Advisors
DVA icon

Cedar Mountain Advisors’s DaVita DVA Stock Holding History

Cedar Mountain 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
Q3 		$10.5K Hold
60
– – ﹤0.01% 447
2026
Q2 		$13.3K Hold
60
– – ﹤0.01% 438
2026
Q1 		$9.22K Buy
+60
New +$8.14K ﹤0.01% 480

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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cedar Mountain Advisors's DVA Position: Q3 2026 in Review

Cedar Mountain Advisors held its DaVita (DVA) position steady in Q3 2026 at 60 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Cedar Mountain Advisors first reported a position in DVA in Q1 2026 and has held it in 3 quarters since. The position peaked at $13.3K in Q2 2026. 162 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Cedar Mountain Advisors held 60 shares of DaVita worth $10.5K as of Q3 2026.
  • Cedar Mountain Advisors left its DaVita share count unchanged in Q3 2026.
  • DaVita made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #447 holding.
  • Cedar Mountain Advisors first reported a position in DaVita in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's DaVita position peaked at $13.3K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.