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Greenleaf Trust’s DaVita DVA Stock Holding History

Greenleaf Trust’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 		$396K Buy
1,779
+24
+1% +$4.36K ﹤0.01% 588
2026
Q1 		$270K Buy
+1,755
New +$238K ﹤0.01% 688
2025
Q4 		– Sell
-1,804
Closed -$240K – 831
2025
Q3 		$240K Sell
1,804
-8
-0.4% -$1.1K ﹤0.01% 720
2025
Q2 		$258K Sell
1,812
-52
-3% -$7.37K ﹤0.01% 683
2025
Q1 		$285K Sell
1,864
-34
-2% -$5.34K ﹤0.01% 661
2024
Q4 		$284K Buy
1,898
+1
+0.1% +$157 ﹤0.01% 667
2024
Q3 		$311K Sell
1,897
-6
-0.3% -$886 ﹤0.01% 651
2024
Q2 		$264K Buy
1,903
+12
+0.6% +$1.65K ﹤0.01% 652
2024
Q1 		$261K Buy
+1,891
New +$227K ﹤0.01% 654
2023
Q3 		– Sell
-2,059
Closed -$207K – 754
2023
Q2 		$207K Buy
+2,059
New +$191K ﹤0.01% 719
2022
Q2 		– Sell
-2,862
Closed -$324K – 735
2022
Q1 		$324K Buy
2,862
+4
+0.1% +$449 ﹤0.01% 567
2021
Q4 		$325K Sell
2,858
-722
-20% -$77.6K ﹤0.01% 576
2021
Q3 		$416K Buy
3,580
+292
+9% +$36.6K 0.01% 458
2021
Q2 		$396K Buy
3,288
+31
+1% +$3.67K ﹤0.01% 471
2021
Q1 		$351K Buy
3,257
+52
+2% +$5.78K ﹤0.01% 489
2020
Q4 		$376K Buy
3,205
+19
+0.6% +$1.94K 0.01% 404
2020
Q3 		$273K Buy
3,186
+65
+2% +$5.55K ﹤0.01% 436
2020
Q2 		$247K Buy
+3,121
New +$244K ﹤0.01% 447

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

Greenleaf Trust's DVA Position: Q2 2026 in Review

Greenleaf Trust increased its DaVita (DVA) stake by 1.4% in Q2 2026, buying an estimated $4.36K and bringing the position to 1,779 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Greenleaf Trust first reported a position in DVA in Q2 2020 and has held it in 18 quarters since. The position peaked at $416K in Q3 2021. 185 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Greenleaf Trust held 1,779 shares of DaVita worth $396K as of Q2 2026.
  • Greenleaf Trust bought 24 DaVita shares in Q2 2026, an estimated $4.36K.
  • DaVita made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #588 holding.
  • Greenleaf Trust first reported a position in DaVita in Q2 2020 and has held it in 18 quarters since.
  • Greenleaf Trust's DaVita position peaked at $416K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.