EI
DVA icon

Ethic Inc’s DaVita DVA Stock Holding History

Ethic Inc’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 		$1.9M Buy
8,530
+4,096
+92% +$744K 0.02% 520
2026
Q1 		$681K Buy
4,434
+1,711
+63% +$232K 0.01% 759
2025
Q4 		$309K Buy
2,723
+229
+9% +$27.8K ﹤0.01% 991
2025
Q3 		$331K Sell
2,494
-597
-19% -$82K 0.01% 973
2025
Q2 		$438K Buy
3,091
+833
+37% +$118K 0.01% 861
2025
Q1 		$343K Sell
2,258
-2,087
-48% -$328K 0.01% 898
2024
Q4 		$650K Buy
4,345
+2,340
+117% +$367K 0.01% 720
2024
Q3 		$277K Sell
2,005
-183
-8% -$27K 0.01% 901
2024
Q2 		$303K Buy
2,188
+183
+9% +$25.2K 0.01% 906
2024
Q1 		$277K Sell
2,005
-211
-10% -$25.3K 0.01% 899
2023
Q4 		$232K Sell
2,216
-4,039
-65% -$373K 0.01% 949
2023
Q3 		$591K Sell
6,255
-584
-9% -$59.6K 0.02% 626
2023
Q2 		$687K Sell
6,839
-7,077
-51% -$657K 0.03% 555
2023
Q1 		$1.13M Buy
13,916
+9,939
+250% +$796K 0.05% 420
2022
Q4 		$297K Buy
3,977
+1,481
+59% +$115K 0.02% 721
2022
Q3 		$207K Buy
+2,496
New +$219K 0.01% 735

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

Ethic Inc's DVA Position: Q2 2026 in Review

Ethic Inc increased its DaVita (DVA) stake by 92% in Q2 2026, buying an estimated $744K and bringing the position to 8,530 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #520.

Ethic Inc first reported a position in DVA in Q3 2022 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Ethic Inc held 8,530 shares of DaVita worth $1.9M as of Q2 2026.
  • Ethic Inc bought 4,096 DaVita shares in Q2 2026, an estimated $744K.
  • DaVita made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #520 holding.
  • Ethic Inc first reported a position in DaVita in Q3 2022 and has held it in 16 quarters since.
  • 185 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.