GA
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GoalVest Advisory’s DaVita DVA Stock Holding History

GoalVest Advisory’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 		$525 Buy
+3
New +$602 ﹤0.01% 708
2022
Q2 		– Sell
-2
Closed – – 367
2022
Q1 		$0 Buy
+2
New +$225 ﹤0.01% 405

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's DVA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in DaVita (DVA) in Q3 2026: 3 shares worth $525. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DVA as recently as Q1 2022.

GoalVest Advisory first reported a position in DVA in Q1 2022 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • GoalVest Advisory held 3 shares of DaVita worth $525 as of Q3 2026.
  • DaVita was a new GoalVest Advisory position in Q3 2026.
  • DaVita made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #708 holding.
  • GoalVest Advisory first reported a position in DaVita in Q1 2022 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.