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Dopkins Wealth Management’s DaVita DVA Stock Holding History

Dopkins Wealth Management’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 		$334K Sell
1,500
-3
-0.2% -$545 0.12% 68
2026
Q1 		$231K Buy
+1,503
New +$204K 0.09% 84
2025
Q3 		– Sell
-1,500
Closed -$214K – 81
2025
Q2 		$214K Hold
1,500
– – 0.1% 78
2025
Q1 		$229K Hold
1,500
– – 0.12% 73
2024
Q4 		$224K Hold
1,500
– – 0.11% 73
2024
Q3 		$246K Hold
1,500
– – 0.2% 51
2024
Q2 		$208K Hold
1,500
– – 0.13% 77
2024
Q1 		$207K Buy
+1,500
New +$180K 0.12% 76

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
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
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Dopkins Wealth Management's DVA Position: Q2 2026 in Review

Dopkins Wealth Management reduced its DaVita (DVA) stake by 0.2% in Q2 2026, selling an estimated $545 and leaving 1,500 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #68.

Dopkins Wealth Management first reported a position in DVA in Q1 2024 and has held it in 8 quarters since. 90 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Dopkins Wealth Management held 1,500 shares of DaVita worth $334K as of Q2 2026.
  • Dopkins Wealth Management sold 3 DaVita shares in Q2 2026, an estimated $545.
  • DaVita made up 0.12% of Dopkins Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Dopkins Wealth Management first reported a position in DaVita in Q1 2024 and has held it in 8 quarters since.
  • 90 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.