Harbor Investment Advisory’s DaVita DVA Stock Holding History

Harbor Investment 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 Q2	$80.1K	Hold	360	–	–	0.01%	621
2026 Q1	$55.3K	Hold	360	–	–	﹤0.01%	604
2025 Q4	$40.9K	Hold	360	–	–	﹤0.01%	696
2025 Q3	$47.8K	Hold	360	–	–	﹤0.01%	652
2025 Q2	$51.3K	Hold	360	–	–	﹤0.01%	631
2025 Q1	$55.1K	Hold	360	–	–	0.01%	587
2024 Q4	$53.8K	Hold	360	–	–	0.01%	588
2024 Q3	$59K	Hold	360	–	–	0.01%	565
2024 Q2	$49.9K	Hold	360	–	–	0.01%	585
2024 Q1	$49.7K	Hold	360	–	–	0.01%	582
2023 Q4	$37.7K	Hold	360	–	–	﹤0.01%	611
2023 Q3	$34K	Buy	+360	New	+$36.7K	﹤0.01%	600
2022 Q4	–	Sell	-16	Closed	-$1K	–	1343
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1269
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	1288
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	1242
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	1214
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	1225
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	1170
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	1157
2020 Q4	$2K	Hold	16	–	–	﹤0.01%	1095
2020 Q3	$1K	Sell	16 -100	-86%	-$8.54K	﹤0.01%	1070
2020 Q2	$9K	Buy	116 +16	+16%	+$1.25K	﹤0.01%	799
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	785
2019 Q4	$8K	Buy	+100	New	+$6.63K	﹤0.01%	659

Other funds holding DVA

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

RBC

Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Harbor Investment Advisory's DVA Position: Q2 2026 in Review

Harbor Investment Advisory held its DaVita (DVA) position steady in Q2 2026 at 360 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #621.

Harbor Investment Advisory first reported a position in DVA in Q4 2019 and has held it in 24 quarters since. 97 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Harbor Investment Advisory held 360 shares of DaVita worth $80.1K as of Q2 2026.
Harbor Investment Advisory left its DaVita share count unchanged in Q2 2026.
DaVita made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #621 holding.
Harbor Investment Advisory first reported a position in DaVita in Q4 2019 and has held it in 24 quarters since.
97 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.