D.A. Davidson & Co
DVA icon

D.A. Davidson & Co’s DaVita DVA Stock Holding History

D.A. Davidson & Co’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 		$227K Sell
1,299
-334
-20% -$67.1K ﹤0.01% 1503
2026
Q2 		$363K Hold
1,633
– – ﹤0.01% 1316
2026
Q1 		$251K Buy
+1,633
New +$221K ﹤0.01% 1409
2017
Q3 		– Sell
-569
Closed -$36K – 1303
2017
Q2 		$36K Hold
569
– – ﹤0.01% 1637
2017
Q1 		$38K Sell
569
-300
-35% -$19.9K ﹤0.01% 1614
2016
Q4 		$55K Buy
869
+150
+21% +$9.34K ﹤0.01% 1556
2016
Q3 		$47K Buy
719
+94
+15% +$6.62K ﹤0.01% 1548
2016
Q2 		$48K Sell
625
-773
-55% -$58.4K ﹤0.01% 1429
2016
Q1 		$101K Sell
1,398
-40
-3% -$2.7K ﹤0.01% 1123
2015
Q4 		$99K Buy
1,438
+200
+16% +$14.7K ﹤0.01% 1126
2015
Q3 		$89K Sell
1,238
-6
-0.5% -$465 ﹤0.01% 1137
2015
Q2 		$97K Sell
1,244
-50
-4% -$4.11K ﹤0.01% 1162
2015
Q1 		$103K Sell
1,294
-2,353
-65% -$181K ﹤0.01% 1130
2014
Q4 		$275K Sell
3,647
-43,960
-92% -$3.31M 0.01% 762
2014
Q3 		$3.48M Sell
47,607
-160
-0.3% -$11.7K 0.12% 166
2014
Q2 		$3.45M Buy
47,767
+3,774
+9% +$262K 0.12% 170
2014
Q1 		$3.03M Buy
43,993
+30,276
+221% +$2.01M 0.11% 189
2013
Q4 		$868K Buy
13,717
+2,756
+25% +$162K 0.03% 442
2013
Q3 		$623K Buy
10,961
+10,955
+182,583% +$628K 0.03% 449
2013
Q2 		$0 Buy
+6
New +$375 ﹤0.01% 1691

Other funds holding DVA

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

D.A. Davidson & Co's DVA Position: Q3 2026 in Review

D.A. Davidson & Co reduced its DaVita (DVA) stake by 20% in Q3 2026, selling an estimated $67.1K and leaving 1,299 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

D.A. Davidson & Co first reported a position in DVA in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.48M in Q3 2014. 152 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • D.A. Davidson & Co held 1,299 shares of DaVita worth $227K as of Q3 2026.
  • D.A. Davidson & Co sold 334 DaVita shares in Q3 2026, an estimated $67.1K.
  • DaVita made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1503 holding.
  • D.A. Davidson & Co first reported a position in DaVita in Q2 2013 and has held it in 20 quarters since.
  • D.A. Davidson & Co's DaVita position peaked at $3.48M in Q3 2014.
  • 152 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.