Inlet Private Wealth
DVA icon

Inlet Private Wealth’s DaVita DVA Stock Holding History

Inlet Private Wealth’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 		$6.97M Sell
39,875
-600
-1% -$120K 1.69% 15
2026
Q2 		$9M Sell
40,475
-25
-0.1% -$4.54K 2.19% 12
2026
Q1 		$6.22M Buy
40,500
+420
+1% +$57K 1.59% 19
2025
Q4 		$4.55M Sell
40,080
-1,775
-4% -$216K 1.06% 29
2025
Q3 		$5.56M Buy
41,855
+1,515
+4% +$208K 1.26% 26
2025
Q2 		$5.75M Hold
40,340
– – 1.41% 24
2025
Q1 		$6.17M Buy
40,340
+400
+1% +$62.8K 1.6% 19
2024
Q4 		$5.97M Sell
39,940
-2,800
-7% -$439K 1.58% 18
2024
Q3 		$7.01M Sell
42,740
-200
-0.5% -$29.5K 1.78% 16
2024
Q2 		$5.95M Sell
42,940
-300
-0.7% -$41.3K 1.63% 17
2024
Q1 		$5.97M Sell
43,240
-300
-0.7% -$36K 1.67% 19
2023
Q4 		$4.56M Sell
43,540
-1,810
-4% -$167K 1.4% 26
2023
Q3 		$4.29M Sell
45,350
-225
-0.5% -$23K 1.41% 22
2023
Q2 		$4.58M Buy
45,575
+575
+1% +$53.4K 1.16% 28
2023
Q1 		$3.65M Sell
45,000
-450
-1% -$36.1K 0.95% 33
2022
Q4 		$3.39M Sell
45,450
-2,740
-6% -$213K 0.87% 40
2022
Q3 		$3.99M Buy
48,190
+1,700
+4% +$149K 1.19% 25
2022
Q2 		$3.72M Buy
46,490
+4,325
+10% +$438K 1.06% 32
2022
Q1 		$4.77M Buy
42,165
+10
+0% +$1.12K 1.19% 22
2021
Q4 		$4.8M Buy
42,155
+23,370
+124% +$2.51M 1.16% 29
2021
Q3 		$2.18M Hold
18,785
– – 0.59% 58
2021
Q2 		$2.26M Hold
18,785
– – 0.59% 58
2021
Q1 		$2.02M Hold
18,785
– – 0.58% 58
2020
Q4 		$2.2M Hold
18,785
– – 0.72% 51
2020
Q3 		$1.61M Buy
+18,785
New +$1.6M 0.63% 56

Other funds holding DVA

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Inlet Private Wealth's DVA Position: Q3 2026 in Review

Inlet Private Wealth reduced its DaVita (DVA) stake by 1.5% in Q3 2026, selling an estimated $120K and leaving 39,875 shares worth $6.97M. The position accounts for 1.69% of the portfolio, ranked #15.

Inlet Private Wealth first reported a position in DVA in Q3 2020 and has held it in 25 quarters since. The position peaked at $9M in Q2 2026. 113 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Inlet Private Wealth held 39,875 shares of DaVita worth $6.97M as of Q3 2026.
  • Inlet Private Wealth sold 600 DaVita shares in Q3 2026, an estimated $120K.
  • DaVita made up 1.69% of Inlet Private Wealth's portfolio in Q3 2026, its #15 holding.
  • Inlet Private Wealth first reported a position in DaVita in Q3 2020 and has held it in 25 quarters since.
  • Inlet Private Wealth's DaVita position peaked at $9M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.