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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
2024
Q2 		– Sell
-18,535
Closed -$2.56M – 174
2024
Q1 		$2.56M Buy
+18,535
New +$2.22M 0.38% 17

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
New York State Teachers Retirement System (NYSTRS)
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. 145 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.
  • 145 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.