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 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	$72.7K	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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CoreCap Advisors's DVA Position: Q2 2026 in Review

CoreCap Advisors opened a new position in DaVita (DVA) in Q2 2026: 60 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in DVA as recently as Q3 2025.

CoreCap Advisors first reported a position in DVA in Q4 2021 and has held it in 8 quarters since. The position peaked at $107K in Q4 2022. 66 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

CoreCap Advisors held 60 shares of DaVita worth $13.3K as of Q2 2026.
DaVita was a new CoreCap Advisors position in Q2 2026.
DaVita made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1966 holding.
CoreCap Advisors first reported a position in DaVita in Q4 2021 and has held it in 8 quarters since.
CoreCap Advisors's DaVita position peaked at $107K in Q4 2022.
66 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.