Martin Capital Advisors’s DaVita DVA Stock Holding History

Martin Capital Advisors’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	$1.97M	Hold	8,864	–	–	1.03%	26
2026 Q1	$1.36M	Hold	8,864	–	–	0.86%	27
2025 Q4	$1.01M	Hold	8,864	–	–	0.59%	32
2025 Q3	$1.18M	Sell	8,864 -60	-0.7%	-$8.24K	0.71%	29
2025 Q2	$1.27M	Buy	8,924 +400	+5%	+$56.7K	0.83%	28
2025 Q1	$1.3M	Sell	8,524 -104	-1%	-$16.3K	0.93%	28
2024 Q4	$1.29M	Hold	8,628	–	–	0.83%	29
2024 Q3	$1.41M	Hold	8,628	–	–	1.01%	27
2024 Q2	$1.2M	Hold	8,628	–	–	0.9%	29
2024 Q1	$1.19M	Hold	8,628	–	–	0.93%	28
2023 Q4	$904K	Hold	8,628	–	–	0.76%	32
2023 Q3	$816K	Sell	8,628 -220	-2%	-$22.4K	0.79%	30
2023 Q2	$889K	Hold	8,848	–	–	0.81%	29
2023 Q1	$718K	Sell	8,848 -390	-4%	-$31.2K	0.74%	34
2022 Q4	$690K	Buy	9,238 +1,760	+24%	+$137K	0.77%	33
2022 Q3	$619K	Sell	7,478 -4,000	-35%	-$351K	0.91%	33
2022 Q2	$918K	Hold	11,478	–	–	0.81%	30
2022 Q1	$1.3M	Sell	11,478 -104	-0.9%	-$11.7K	0.89%	29
2021 Q4	$1.32M	Buy	+11,582	New	+$1.24M	0.82%	33

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

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 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

Martin Capital Advisors's DVA Position: Q2 2026 in Review

Martin Capital Advisors held its DaVita (DVA) position steady in Q2 2026 at 8,864 shares worth $1.97M. The position accounts for 1.03% of the portfolio, ranked #26.

Martin Capital Advisors first reported a position in DVA in Q4 2021 and has held it in 19 quarters since. 199 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Martin Capital Advisors held 8,864 shares of DaVita worth $1.97M as of Q2 2026.
Martin Capital Advisors left its DaVita share count unchanged in Q2 2026.
DaVita made up 1.03% of Martin Capital Advisors's portfolio in Q2 2026, its #26 holding.
Martin Capital Advisors first reported a position in DaVita in Q4 2021 and has held it in 19 quarters since.
199 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.