DT
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Diversified Trust’s DaVita DVA Stock Holding History

Diversified Trust’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 		$1.67M Buy
7,503
+1
+0% +$182 0.03% 335
2026
Q1 		$1.15M Buy
+7,502
New +$1.02M 0.02% 416
2021
Q4 		– Sell
-1,793
Closed -$208K – 855
2021
Q3 		$208K Buy
+1,793
New +$225K 0.01% 715

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diversified Trust's DVA Position: Q2 2026 in Review

Diversified Trust increased its DaVita (DVA) stake by 0.01% in Q2 2026, buying an estimated $182 and bringing the position to 7,503 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #335.

Diversified Trust first reported a position in DVA in Q3 2021 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Diversified Trust held 7,503 shares of DaVita worth $1.67M as of Q2 2026.
  • Diversified Trust bought 1 DaVita share in Q2 2026, an estimated $182.
  • DaVita made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #335 holding.
  • Diversified Trust first reported a position in DaVita in Q3 2021 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.