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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
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Elevation Wealth Partners's DVA Position: Q2 2026 in Review

Elevation Wealth Partners held its DaVita (DVA) position steady in Q2 2026 at 271 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #265.

Elevation Wealth Partners first reported a position in DVA in Q1 2023 and has held it in 14 quarters since. 193 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Elevation Wealth Partners held 271 shares of DaVita worth $60.3K as of Q2 2026.
  • Elevation Wealth Partners left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Elevation Wealth Partners first reported a position in DaVita in Q1 2023 and has held it in 14 quarters since.
  • 193 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.