CI
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CX Institutional’s DaVita DVA Stock Holding History

CX Institutional’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 		$430K Sell
2,458
-22
-0.9% -$4.42K 0.01% 514
2026
Q2 		$552K Buy
2,480
+178
+8% +$32.3K 0.02% 450
2026
Q1 		$354K Buy
2,302
+263
+13% +$35.7K 0.01% 552
2025
Q4 		$232K Buy
2,039
+485
+31% +$59K 0.01% 660
2025
Q3 		$206K Sell
1,554
-45
-3% -$6.18K 0.01% 687
2025
Q2 		$228K Sell
1,599
-15
-0.9% -$2.13K 0.01% 584
2025
Q1 		$247K Buy
1,614
+169
+12% +$26.6K 0.01% 526
2024
Q4 		$216K Sell
1,445
-28
-2% -$4.39K 0.01% 501
2024
Q3 		$241K Sell
1,473
-7
-0.5% -$1.03K 0.01% 509
2024
Q2 		$205K Buy
+1,480
New +$204K 0.01% 534
2022
Q3 		– Sell
-171
Closed -$14K – 640
2022
Q2 		$14K Buy
+171
New +$17.3K ﹤0.01% 896
2021
Q4 		– Sell
-237
Closed -$28K – 480
2021
Q3 		$28K Sell
237
-14
-6% -$1.75K ﹤0.01% 683
2021
Q2 		$30K Buy
251
+44
+21% +$5.21K ﹤0.01% 661
2021
Q1 		$22K Buy
207
+48
+30% +$5.33K ﹤0.01% 655
2020
Q4 		$19K Buy
159
+39
+33% +$3.97K ﹤0.01% 618
2020
Q3 		$10K Buy
120
+18
+18% +$1.54K ﹤0.01% 667
2020
Q2 		$8K Buy
102
+50
+96% +$3.9K ﹤0.01% 591
2020
Q1 		$4K Buy
52
+10
+24% +$786 ﹤0.01% 575
2019
Q4 		$3K Hold
42
– – ﹤0.01% 622
2019
Q3 		$2K Buy
42
+24
+133% +$1.39K ﹤0.01% 722
2019
Q2 		$1K Sell
18
-5
-22% -$259 ﹤0.01% 833
2019
Q1 		$1K Buy
+23
New +$1.27K ﹤0.01% 736

Other funds holding DVA

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

CX Institutional's DVA Position: Q3 2026 in Review

CX Institutional reduced its DaVita (DVA) stake by 0.89% in Q3 2026, selling an estimated $4.42K and leaving 2,458 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #514.

CX Institutional first reported a position in DVA in Q1 2019 and has held it in 22 quarters since. The position peaked at $552K in Q2 2026. 17 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • CX Institutional held 2,458 shares of DaVita worth $430K as of Q3 2026.
  • CX Institutional sold 22 DaVita shares in Q3 2026, an estimated $4.42K.
  • DaVita made up 0.01% of CX Institutional's portfolio in Q3 2026, its #514 holding.
  • CX Institutional first reported a position in DaVita in Q1 2019 and has held it in 22 quarters since.
  • CX Institutional's DaVita position peaked at $552K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.