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Elevation Wealth Partners’s DaVita DVA Stock Holding History

Elevation Wealth Partners’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 		$51.4K Buy
294
+23
+8% +$4.62K 0.01% 383
2026
Q2 		$60.3K Hold
271
– – 0.02% 265
2026
Q1 		$41.6K Sell
271
-6
-2% -$814 0.01% 269
2025
Q4 		$31.5K Buy
277
+165
+147% +$20.1K 0.01% 300
2025
Q3 		$14.9K Buy
112
+12
+12% +$1.65K 0.01% 354
2025
Q2 		$14.2K Hold
100
– – 0.01% 342
2025
Q1 		$15.3K Hold
100
– – 0.01% 336
2024
Q4 		$15K Hold
100
– – 0.01% 335
2024
Q3 		$16.4K Hold
100
– – 0.01% 315
2024
Q2 		$13.9K Hold
100
– – 0.01% 320
2024
Q1 		$13.8K Sell
100
-87
-47% -$10.4K 0.01% 330
2023
Q4 		$17.7K Hold
187
– – 0.01% 291
2023
Q3 		$17.7K Hold
187
– – 0.02% 215
2023
Q2 		$18.8K Hold
187
– – 0.02% 218
2023
Q1 		$15.2K Buy
+187
New +$15K 0.01% 237

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
DI
Decision Investments San Diego, California $110M AUM 52.83% 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
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

Elevation Wealth Partners's DVA Position: Q3 2026 in Review

Elevation Wealth Partners increased its DaVita (DVA) stake by 8.5% in Q3 2026, buying an estimated $4.62K and bringing the position to 294 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #383.

Elevation Wealth Partners first reported a position in DVA in Q1 2023 and has held it in 15 quarters since. The position peaked at $60.3K in Q2 2026. 17 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Elevation Wealth Partners held 294 shares of DaVita worth $51.4K as of Q3 2026.
  • Elevation Wealth Partners bought 23 DaVita shares in Q3 2026, an estimated $4.62K.
  • DaVita made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #383 holding.
  • Elevation Wealth Partners first reported a position in DaVita in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's DaVita position peaked at $60.3K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.