Curated Wealth Partners’s DaVita DVA Stock Holding History

Curated Wealth Partners’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	–	Sell	-18,784	Closed	-$2.89M	–	847
2026 Q1	$2.89M	Buy	18,784 +244	+1%	+$33.1K	0.36%	25
2025 Q4	$2.11M	Buy	18,540 +5	+0%	+$608	0.23%	32
2025 Q3	$2.46M	Hold	18,535	–	–	0.3%	23
2025 Q2	$2.64M	Hold	18,535	–	–	0.31%	21
2025 Q1	$2.84M	Hold	18,535	–	–	0.37%	19
2024 Q4	$2.77M	Hold	18,535	–	–	0.32%	17
2024 Q3	$3.04M	Hold	18,535	–	–	0.39%	17
2024 Q2	$2.57M	Buy	+18,535	New	+$2.55M	0.36%	18
2024 Q1	–	Sell	-18,535	Closed	-$2.22M	–	178
2023 Q4	$1.94M	Hold	18,535	–	–	0.32%	22
2023 Q3	$1.75M	Hold	18,535	–	–	0.32%	20
2023 Q2	$1.86M	Hold	18,535	–	–	0.36%	20
2023 Q1	$1.5M	Hold	18,535	–	–	0.34%	21
2022 Q4	$1.38M	Sell	18,535 -30	-0.2%	-$2.33K	0.34%	22
2022 Q3	$1.54M	Buy	18,565 +30	+0.2%	+$2.63K	0.45%	16
2022 Q2	$1.48M	Hold	18,535	–	–	0.44%	17
2022 Q1	$2.11M	Hold	18,535	–	–	0.71%	12
2021 Q4	$2.11M	Hold	18,535	–	–	0.68%	13
2021 Q3	$2.15M	Hold	18,535	–	–	1.2%	11
2021 Q2	$2.23M	Hold	18,535	–	–	1.22%	13
2021 Q1	$2M	Sell	18,535 -2,015	-10%	-$224K	1.23%	15
2020 Q4	$2.41M	Buy	+20,550	New	+$2.09M	1.56%	11

Other funds holding DVA

WCM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Curated Wealth Partners's DVA Position: Q2 2026 in Review

Curated Wealth Partners sold out of DaVita (DVA) in Q2 2026, closing a stake of 18,784 shares — an estimated $2.89M sold.

Curated Wealth Partners first reported a position in DVA in Q4 2020 and held it in 21 quarters. The position peaked at $3.04M in Q3 2024. 142 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Curated Wealth Partners reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 18,784 DaVita shares in Q2 2026, an estimated $2.89M.
Curated Wealth Partners first reported a position in DaVita in Q4 2020 and held it in 21 quarters.
Curated Wealth Partners's DaVita position peaked at $3.04M in Q3 2024.
142 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.