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Cromwell Holdings’s DaVita DVA Stock Holding History

Cromwell Holdings’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 		$68.1K Hold
306
– – 0.03% 440
2026
Q1 		$47K Sell
306
-3
-1% -$407 0.03% 478
2025
Q4 		$35.1K Hold
309
– – 0.02% 517
2025
Q3 		$41.1K Hold
309
– – 0.02% 510
2025
Q2 		$44K Buy
309
+7
+2% +$992 0.03% 483
2025
Q1 		$46.2K Hold
302
– – 0.03% 469
2024
Q4 		$45.2K Hold
302
– – 0.03% 482
2024
Q3 		$49.5K Hold
302
– – 0.03% 459
2024
Q2 		$41.8K Buy
+302
New +$41.6K 0.03% 474

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

Cromwell Holdings's DVA Position: Q2 2026 in Review

Cromwell Holdings held its DaVita (DVA) position steady in Q2 2026 at 306 shares worth $68.1K. The position accounts for 0.03% of the portfolio, ranked #440.

Cromwell Holdings first reported a position in DVA in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Cromwell Holdings held 306 shares of DaVita worth $68.1K as of Q2 2026.
  • Cromwell Holdings left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #440 holding.
  • Cromwell Holdings first reported a position in DaVita in Q2 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.