Continental Advisors’s DaVita DVA Stock Holding History

Continental 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	$1.22M	Sell	7,000 -1,000	-13%	-$201K	0.52%	41
2026 Q2	$1.78M	Sell	8,000 -3,000	-27%	-$545K	0.75%	37
2026 Q1	$1.69M	Buy	+11,000	New	+$1.49M	0.86%	39
2020 Q4	–	Sell	-14,742	Closed	-$1.26M	–	76
2020 Q3	$1.26M	Sell	14,742 -12,500	-46%	-$1.07M	0.67%	54
2020 Q2	$2.16M	Hold	27,242	–	–	1.15%	35
2020 Q1	$2.07M	Sell	27,242 -17,000	-38%	-$1.34M	1.54%	23
2019 Q4	$3.32M	Sell	44,242 -13,554	-23%	-$899K	1.6%	17
2019 Q3	$3.3M	Sell	57,796 -2,000	-3%	-$116K	1.95%	13
2019 Q2	$3.36M	Buy	59,796 +9,200	+18%	+$477K	1.9%	18
2019 Q1	$2.75M	Sell	50,596 -44,104	-47%	-$2.44M	1.28%	27
2018 Q4	$4.87M	Sell	94,700 -20,000	-17%	-$1.28M	1.49%	24
2018 Q3	$8.22M	Sell	114,700 -7,200	-6%	-$509K	1.79%	12
2018 Q2	$8.46M	Buy	121,900 +1,000	+0.8%	+$66.8K	2.11%	9
2018 Q1	$7.97M	Buy	120,900 +28,500	+31%	+$2.09M	2.02%	9
2017 Q4	$6.68M	Sell	92,400 -23,000	-20%	-$1.42M	1.44%	19
2017 Q3	$6.85M	Buy	115,400 +58,000	+101%	+$3.49M	1.57%	18
2017 Q2	$3.72M	Buy	57,400 +5,000	+10%	+$331K	0.84%	42
2017 Q1	$3.56M	Sell	52,400 -4,000	-7%	-$265K	0.8%	40
2016 Q4	$3.62M	Sell	56,400 -7,600	-12%	-$473K	0.98%	27
2016 Q3	$4.23M	Buy	64,000 +16,000	+33%	+$1.13M	1.18%	24
2016 Q2	$3.71M	Buy	48,000 +10,000	+26%	+$756K	1.14%	28
2016 Q1	$2.79M	Buy	38,000 +500	+1%	+$33.8K	0.79%	43
2015 Q4	$2.61M	Sell	37,500 -2,000	-5%	-$147K	0.66%	51
2015 Q3	$2.86M	Buy	39,500 +19,000	+93%	+$1.47M	0.77%	49
2015 Q2	$1.63M	Sell	20,500 -5,000	-20%	-$411K	0.43%	78
2015 Q1	$2.07M	Buy	+25,500	New	+$1.96M	0.46%	75

Other funds holding DVA

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Continental Advisors's DVA Position: Q3 2026 in Review

Continental Advisors reduced its DaVita (DVA) stake by 13% in Q3 2026, selling an estimated $201K and leaving 7,000 shares worth $1.22M. The position accounts for 0.52% of the portfolio, ranked #41.

Continental Advisors first reported a position in DVA in Q1 2015 and has held it in 26 quarters since. The position peaked at $8.46M in Q2 2018. 175 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

Continental Advisors held 7,000 shares of DaVita worth $1.22M as of Q3 2026.
Continental Advisors sold 1,000 DaVita shares in Q3 2026, an estimated $201K.
DaVita made up 0.52% of Continental Advisors's portfolio in Q3 2026, its #41 holding.
Continental Advisors first reported a position in DaVita in Q1 2015 and has held it in 26 quarters since.
Continental Advisors's DaVita position peaked at $8.46M in Q2 2018.
175 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Continental Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.