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Clayton Financial Group’s DaVita DVA Stock Holding History

Clayton Financial Group’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 		– Sell
-8
Closed -$1.23K – 215
2026
Q1 		$1.23K Buy
+8
New +$1.08K ﹤0.01% 541

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clayton Financial Group's DVA Position: Q2 2026 in Review

Clayton Financial Group sold out of DaVita (DVA) in Q2 2026, closing a stake of 8 shares — an estimated $1.23K sold.

Clayton Financial Group first reported a position in DVA in Q1 2026 and held it in 1 quarter. The position peaked at $1.23K in Q1 2026. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Clayton Financial Group reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 8 DaVita shares in Q2 2026, an estimated $1.23K.
  • Clayton Financial Group first reported a position in DaVita in Q1 2026 and held it in 1 quarter.
  • Clayton Financial Group's DaVita position peaked at $1.23K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.