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Chapin Davis’s DaVita DVA Stock Holding History

Chapin Davis’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 		– Sell
-4,548
Closed -$1.01M – 263
2026
Q2 		$1.01M Buy
+4,548
New +$826K 0.18% 92
2025
Q1 		– Sell
-16,768
Closed -$2.75M – 228
2024
Q4 		$2.75M Hold
16,768
– – 0.9% 25
2024
Q3 		$2.75M Buy
16,768
+693
+4% +$102K 0.89% 25
2024
Q2 		$2.23M Buy
+16,075
New +$2.22M 0.76% 27

Other funds holding DVA

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Chapin Davis's DVA Position: Q3 2026 in Review

Chapin Davis sold out of DaVita (DVA) in Q3 2026, closing a stake of 4,548 shares — an estimated $1.01M sold.

Chapin Davis first reported a position in DVA in Q2 2024 and held it in 4 quarters. The position peaked at $2.75M in Q4 2024. 38 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Chapin Davis reported no remaining DaVita position as of Q3 2026 after selling out during the quarter.
  • Chapin Davis sold 4,548 DaVita shares in Q3 2026, an estimated $1.01M.
  • Chapin Davis first reported a position in DaVita in Q2 2024 and held it in 4 quarters.
  • Chapin Davis's DaVita position peaked at $2.75M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.