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Dynamic Advisor Solutions’s DaVita DVA Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-2,229
Closed -$343K – 1056
2026
Q1 		$343K Buy
2,229
+1
+0% +$136 0.01% 762
2025
Q4 		$253K Buy
2,228
+86
+4% +$10.5K 0.01% 830
2025
Q3 		$285K Sell
2,142
-5
-0.2% -$687 0.01% 788
2025
Q2 		$306K Buy
2,147
+4
+0.2% +$567 0.01% 739
2025
Q1 		$328K Buy
2,143
+27
+1% +$4.24K 0.01% 679
2024
Q4 		$316K Buy
2,116
+2
+0.1% +$314 0.01% 517
2024
Q3 		$347K Sell
2,114
-345
-14% -$51K 0.01% 708
2024
Q2 		$341K Sell
2,459
-1
-0% -$138 0.01% 726
2024
Q1 		$340K Buy
2,460
+3
+0.1% +$360 0.01% 718
2023
Q4 		$263K Sell
2,457
-255
-9% -$23.6K 0.01% 759
2023
Q3 		$256K Sell
2,712
-83
-3% -$8.47K 0.01% 707
2023
Q2 		$281K Buy
+2,795
New +$259K 0.01% 647
2022
Q2 		– Sell
-2,156
Closed -$244K – 717
2022
Q1 		$244K Sell
2,156
-24
-1% -$2.69K 0.02% 619
2021
Q4 		$248K Buy
2,180
+19
+0.9% +$2.04K 0.02% 621
2021
Q3 		$251K Hold
2,161
– – 0.02% 628
2021
Q2 		$260K Sell
2,161
-204
-9% -$24.1K 0.02% 590
2021
Q1 		$255K Sell
2,365
-46
-2% -$5.11K 0.02% 539
2020
Q4 		$283K Buy
2,411
+21
+0.9% +$2.14K 0.03% 508
2020
Q3 		$205K Buy
+2,390
New +$204K 0.02% 522

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
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's DVA Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of DaVita (DVA) in Q2 2026, closing a stake of 2,229 shares — an estimated $343K sold.

Dynamic Advisor Solutions first reported a position in DVA in Q3 2020 and held it in 19 quarters. The position peaked at $347K in Q3 2024. 66 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,229 DaVita shares in Q2 2026, an estimated $343K.
  • Dynamic Advisor Solutions first reported a position in DaVita in Q3 2020 and held it in 19 quarters.
  • Dynamic Advisor Solutions's DaVita position peaked at $347K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.