Cornerstone Planning Group
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Cornerstone Planning Group’s DaVita DVA Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-5
Closed -$1.16K – 584
2026
Q2 		$1.16K Hold
5
– – ﹤0.01% 1464
2026
Q1 		$786 Buy
5
+1
+25% +$136 ﹤0.01% 1528
2025
Q4 		$424 Sell
4
-13
-76% -$1.58K ﹤0.01% 1540
2025
Q3 		$1.38K Buy
17
+12
+240% +$1.65K ﹤0.01% 1237
2025
Q2 		$703 Buy
5
+3
+150% +$425 ﹤0.01% 1197
2025
Q1 		$278 Hold
2
– – ﹤0.01% 1430
2024
Q4 		$351 Buy
+2
New +$314 ﹤0.01% 1242

Other funds holding DVA

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cornerstone Planning Group's DVA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of DaVita (DVA) in Q3 2026, closing a stake of 5 shares — an estimated $1.16K sold.

Cornerstone Planning Group first reported a position in DVA in Q4 2024 and held it in 7 quarters. The position peaked at $1.38K in Q3 2025. 118 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining DaVita position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 DaVita shares in Q3 2026, an estimated $1.16K.
  • Cornerstone Planning Group first reported a position in DaVita in Q4 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's DaVita position peaked at $1.38K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.