DI
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Decision Investments’s DaVita DVA Stock Holding History

Decision Investments’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 		$524K Sell
2,996
-4
-0.1% -$803 0.47% 39
2026
Q2 		$667K Buy
3,000
+19
+0.6% +$3.45K 0.61% 33
2026
Q1 		$458K Sell
2,981
-218
-7% -$29.6K 0.52% 39
2025
Q4 		$363K Buy
+3,199
New +$389K 0.4% 48

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Decision Investments's DVA Position: Q3 2026 in Review

Decision Investments reduced its DaVita (DVA) stake by 0.13% in Q3 2026, selling an estimated $803 and leaving 2,996 shares worth $524K. The position accounts for 0.47% of the portfolio, ranked #39.

Decision Investments first reported a position in DVA in Q4 2025 and has held it in 4 quarters since. The position peaked at $667K in Q2 2026. 17 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Decision Investments held 2,996 shares of DaVita worth $524K as of Q3 2026.
  • Decision Investments sold 4 DaVita shares in Q3 2026, an estimated $803.
  • DaVita made up 0.47% of Decision Investments's portfolio in Q3 2026, its #39 holding.
  • Decision Investments first reported a position in DaVita in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's DaVita position peaked at $667K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.