Global Retirement Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $414K | Buy |
+1,863
| New | +$339K | 0.01% | 1128 |
|
|
2025
Q4 | $171K | Buy |
1,505
+1,430
| +1,907% | +$174K | ﹤0.01% | 1565 |
|
|
2025
Q3 | $9.96K | Sell |
75
-14
| -16% | -$1.92K | ﹤0.01% | 2702 |
|
|
2025
Q2 | $12.7K | Buy |
+89
| New | +$12.6K | ﹤0.01% | 2490 |
|
|
2024
Q4 | $14.1K | Sell |
94
-337
| -78% | -$52.8K | ﹤0.01% | 2267 |
|
|
2024
Q3 | $70.7K | Buy |
431
+41
| +11% | +$6.06K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $54K | Buy |
390
+295
| +311% | +$40.7K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $13.1K | Buy |
95
+20
| +27% | +$2.4K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $7.86K | Sell |
75
-1
| -1% | -$92 | ﹤0.01% | 2155 |
|
|
2023
Q3 | $7.08K | Sell |
76
-4
| -5% | -$408 | ﹤0.01% | 2082 |
|
|
2023
Q2 | $8.04K | Hold |
80
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q1 | $7.05K | Buy |
80
+11
| +16% | +$881 | ﹤0.01% | 2050 |
|
|
2022
Q4 | $5.15K | Buy |
69
+1
| +1% | +$78 | ﹤0.01% | 2010 |
|
|
2022
Q3 | $5K | Sell |
68
-13
| -16% | -$1.14K | ﹤0.01% | 1916 |
|
|
2022
Q2 | $6K | Buy |
81
+2
| +3% | +$202 | ﹤0.01% | 1814 |
|
|
2022
Q1 | $7K | Buy |
+79
| New | +$8.87K | ﹤0.01% | 1760 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$2K | – | 609 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q2 | $2K | Buy |
+13
| New | +$1.54K | ﹤0.01% | 1722 |
|
|
2021
Q1 | – | Sell |
-52
| Closed | -$6K | – | 1804 |
|
|
2020
Q4 | $6K | Buy |
52
+12
| +30% | +$1.22K | ﹤0.01% | 1396 |
|
|
2020
Q3 | $3K | Buy |
40
+15
| +60% | +$1.28K | ﹤0.01% | 1414 |
|
|
2020
Q2 | $2K | Buy |
+25
| New | +$1.95K | ﹤0.01% | 1446 |
|
|
2019
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1638 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1448 |
|
|
2018
Q4 | $1K | Sell |
25
-33
| -57% | -$2.11K | ﹤0.01% | 1385 |
|
|
2018
Q3 | $4K | Buy |
58
+3
| +5% | +$212 | ﹤0.01% | 1258 |
|
|
2018
Q2 | $4K | Buy |
55
+12
| +28% | +$802 | ﹤0.01% | 1233 |
|
|
2018
Q1 | $3K | Buy |
43
+18
| +72% | +$1.32K | ﹤0.01% | 1256 |
|
|
2017
Q4 | $2K | Buy |
+25
| New | +$1.54K | ﹤0.01% | 1290 |
|
Other funds holding DVA
Global Retirement Partners's DVA Position: Q2 2026 in Review
Global Retirement Partners opened a new position in DaVita (DVA) in Q2 2026: 1,863 shares worth $414K. The stake represents 0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DVA as recently as Q4 2025.
Global Retirement Partners first reported a position in DVA in Q4 2017 and has held it in 29 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.
- Global Retirement Partners held 1,863 shares of DaVita worth $414K as of Q2 2026.
- DaVita was a new Global Retirement Partners position in Q2 2026.
- DaVita made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1128 holding.
- Global Retirement Partners first reported a position in DaVita in Q4 2017 and has held it in 29 quarters since.
- 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.