CoreCap Advisors’s DaVita DVA Stock Holding History

CoreCap 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	$27.5K	Buy	157 +97	+162%	+$19.5K	﹤0.01%	1659
2026 Q2	$13.3K	Buy	+60	New	+$10.9K	﹤0.01%	1966
2025 Q4	–	Sell	-281	Closed	-$37.3K	–	2976
2025 Q3	$37.3K	Sell	281 -229	-45%	-$31.4K	﹤0.01%	1427
2025 Q2	$72.6K	Sell	510 -2	-0.4%	-$283	﹤0.01%	1095
2025 Q1	$78.3K	Buy	+512	New	+$80.4K	﹤0.01%	994
2024 Q3	–	Sell	-150	Closed	-$20.8K	–	2669
2024 Q2	$20.8K	Buy	+150	New	+$20.7K	﹤0.01%	886
2022 Q4	$107K	Buy	+1,428	New	+$111K	0.01%	713
2022 Q3	–	Sell	-219	Closed	-$18K	–	928
2022 Q2	$18K	Buy	+219	New	+$22.2K	﹤0.01%	1273
2022 Q1	–	Sell	-16	Closed	-$2K	–	935
2021 Q4	$2K	Buy	+16	New	+$1.72K	﹤0.01%	1941

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CoreCap Advisors's DVA Position: Q3 2026 in Review

CoreCap Advisors increased its DaVita (DVA) stake by 162% in Q3 2026, buying an estimated $19.5K and bringing the position to 157 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

CoreCap Advisors first reported a position in DVA in Q4 2021 and has held it in 9 quarters since. The position peaked at $107K in Q4 2022. 118 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

CoreCap Advisors held 157 shares of DaVita worth $27.5K as of Q3 2026.
CoreCap Advisors bought 97 DaVita shares in Q3 2026, an estimated $19.5K.
DaVita made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1659 holding.
CoreCap Advisors first reported a position in DaVita in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's DaVita position peaked at $107K in Q4 2022.
118 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.