FFO
DVA icon

Fortitude Family Office’s DaVita DVA Stock Holding History

Fortitude Family Office’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 		$14.3K Buy
82
+5
+6% +$1K ﹤0.01% 1027
2026
Q2 		$17.1K Buy
77
+1
+1% +$182 ﹤0.01% 581
2026
Q1 		$11.7K Buy
76
+48
+171% +$6.51K ﹤0.01% 598
2025
Q4 		$3.18K Sell
28
-19
-40% -$2.31K ﹤0.01% 990
2025
Q3 		$6.25K Buy
47
+2
+4% +$275 ﹤0.01% 737
2025
Q2 		$6.41K Sell
45
-83
-65% -$11.8K ﹤0.01% 698
2025
Q1 		$19.6K Hold
128
– – 0.01% 404
2024
Q4 		$19.1K Hold
128
– – 0.01% 464
2024
Q3 		$21K Hold
128
– – 0.01% 406
2024
Q2 		$17.7K Hold
128
– – 0.01% 320
2024
Q1 		$17.7K Hold
128
– – 0.01% 300
2023
Q4 		$13.4K Buy
+128
New +$11.8K 0.01% 362

Other funds holding DVA

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MCA
Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Fortitude Family Office's DVA Position: Q3 2026 in Review

Fortitude Family Office increased its DaVita (DVA) stake by 6.5% in Q3 2026, buying an estimated $1K and bringing the position to 82 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Fortitude Family Office first reported a position in DVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $21K in Q3 2024. 53 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Fortitude Family Office held 82 shares of DaVita worth $14.3K as of Q3 2026.
  • Fortitude Family Office bought 5 DaVita shares in Q3 2026, an estimated $1K.
  • DaVita made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1027 holding.
  • Fortitude Family Office first reported a position in DaVita in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's DaVita position peaked at $21K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.