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LRI Investments’s DaVita DVA Stock Holding History

LRI Investments’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 		$21.8K Buy
98
+73
+292% +$13.3K ﹤0.01% 737
2026
Q1 		$3.84K Hold
25
– – ﹤0.01% 1155
2025
Q4 		$2.84K Hold
25
– – ﹤0.01% 1147
2025
Q3 		$3.32K Hold
25
– – ﹤0.01% 1122
2025
Q2 		$3.56K Hold
25
– – ﹤0.01% 1088
2025
Q1 		$3.82K Hold
25
– – ﹤0.01% 1005
2024
Q4 		$3.74K Hold
25
– – ﹤0.01% 986
2024
Q3 		$3.86K Hold
25
– – ﹤0.01% 984
2024
Q2 		$3.46K Hold
25
– – ﹤0.01% 983
2024
Q1 		$3.45K Buy
+25
New +$3K ﹤0.01% 685

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
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

LRI Investments's DVA Position: Q2 2026 in Review

LRI Investments increased its DaVita (DVA) stake by 292% in Q2 2026, buying an estimated $13.3K and bringing the position to 98 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

LRI Investments first reported a position in DVA in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • LRI Investments held 98 shares of DaVita worth $21.8K as of Q2 2026.
  • LRI Investments bought 73 DaVita shares in Q2 2026, an estimated $13.3K.
  • DaVita made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #737 holding.
  • LRI Investments first reported a position in DaVita in Q1 2024 and has held it in 10 quarters since.
  • 95 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.