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Crossmark Global Holdings’s DaVita DVA Stock Holding History

Crossmark Global 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 		$3.46M Buy
15,570
+12,968
+498% +$2.36M 0.04% 324
2026
Q1 		$400K Sell
2,602
-22,564
-90% -$3.06M 0.01% 912
2025
Q4 		$2.86M Sell
25,166
-5,324
-17% -$647K 0.04% 354
2025
Q3 		$4.05M Sell
30,490
-6,107
-17% -$839K 0.06% 282
2025
Q2 		$5.21M Sell
36,597
-172
-0.5% -$24.4K 0.08% 244
2025
Q1 		$5.62M Buy
36,769
+6,000
+20% +$943K 0.1% 224
2024
Q4 		$4.6M Buy
30,769
+4,942
+19% +$775K 0.08% 240
2024
Q3 		$4.23M Buy
25,827
+6,896
+36% +$1.02M 0.08% 264
2024
Q2 		$2.62M Buy
18,931
+260
+1% +$35.8K 0.05% 341
2024
Q1 		$2.58M Buy
18,671
+1,171
+7% +$140K 0.05% 359
2023
Q4 		$1.83M Sell
17,500
-5,631
-24% -$520K 0.04% 421
2023
Q3 		$2.11M Buy
23,131
+2,791
+14% +$285K 0.05% 379
2023
Q2 		$2.06M Buy
20,340
+8,732
+75% +$810K 0.04% 409
2023
Q1 		$941K Buy
11,608
+4,564
+65% +$366K 0.02% 602
2022
Q4 		$526K Buy
7,044
+925
+15% +$71.8K 0.01% 777
2022
Q3 		$507K Sell
6,119
-2,530
-29% -$222K 0.01% 770
2022
Q2 		$692K Buy
8,649
+2,410
+39% +$244K 0.02% 687
2022
Q1 		$705K Sell
6,239
-3,610
-37% -$405K 0.02% 764
2021
Q4 		$1.12M Sell
9,849
-11,760
-54% -$1.26M 0.02% 594
2021
Q3 		$2.51M Sell
21,609
-1,640
-7% -$205K 0.06% 327
2021
Q2 		$2.8M Sell
23,249
-1,670
-7% -$198K 0.07% 291
2021
Q1 		$2.69M Sell
24,919
-3,460
-12% -$384K 0.07% 297
2020
Q4 		$3.33M Buy
28,379
+20,000
+239% +$2.04M 0.08% 264
2020
Q3 		$718K Sell
8,379
-1,000
-11% -$85.4K 0.02% 636
2020
Q2 		$742K Sell
9,379
-409
-4% -$31.9K 0.02% 625
2020
Q1 		$744K Sell
9,788
-578
-6% -$45.4K 0.03% 547
2019
Q4 		$778K Sell
10,366
-18,023
-63% -$1.2M 0.02% 632
2019
Q3 		$1.62M Sell
28,389
-1,199
-4% -$69.7K 0.05% 416
2019
Q2 		$1.67M Sell
29,588
-1,790
-6% -$92.7K 0.05% 438
2019
Q1 		$1.7M Buy
31,378
+10
+0% +$553 0.05% 421
2018
Q4 		$1.61M Buy
31,368
+9,073
+41% +$581K 0.05% 410
2018
Q3 		$1.6M Sell
22,295
-710
-3% -$50.2K 0.04% 473
2018
Q2 		$1.6M Sell
23,005
-140
-0.6% -$9.35K 0.04% 459
2018
Q1 		$1.53M Sell
23,145
-2,018
-8% -$148K 0.04% 489
2017
Q4 		$1.82M Buy
25,163
+1,650
+7% +$102K 0.04% 455
2017
Q3 		$1.4M Buy
+23,513
New +$1.42M 0.04% 510
2016
Q3 		$1.4M Buy
+23,513
New +$1.66M 0.04% 510

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings's DVA Position: Q2 2026 in Review

Crossmark Global Holdings increased its DaVita (DVA) stake by 498% in Q2 2026, buying an estimated $2.36M and bringing the position to 15,570 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #324.

Crossmark Global Holdings first reported a position in DVA in Q3 2016 and has held it in 37 quarters since. The position peaked at $5.62M in Q1 2025. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Crossmark Global Holdings held 15,570 shares of DaVita worth $3.46M as of Q2 2026.
  • Crossmark Global Holdings bought 12,968 DaVita shares in Q2 2026, an estimated $2.36M.
  • DaVita made up 0.04% of Crossmark Global Holdings's portfolio in Q2 2026, its #324 holding.
  • Crossmark Global Holdings first reported a position in DaVita in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's DaVita position peaked at $5.62M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.