Mather Group
DVA icon

Mather Group’s DaVita DVA Stock Holding History

Mather Group’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 		$176K Buy
1,007
+47
+5% +$9.44K ﹤0.01% 825
2026
Q2 		$214K Sell
960
-67
-7% -$12.2K ﹤0.01% 755
2026
Q1 		$158K Buy
+1,027
New +$139K ﹤0.01% 787
2025
Q4 		– Sell
-892
Closed -$119K – 917
2025
Q3 		$119K Buy
+892
New +$122K ﹤0.01% 738
2025
Q2 		– Sell
-1,201
Closed -$184K – 913
2025
Q1 		$184K Buy
1,201
+79
+7% +$12.4K ﹤0.01% 616
2024
Q4 		$168K Buy
1,122
+142
+14% +$22.3K ﹤0.01% 617
2024
Q3 		$161K Sell
980
-10
-1% -$1.48K ﹤0.01% 636
2024
Q2 		$137K Buy
990
+133
+16% +$18.3K ﹤0.01% 716
2024
Q1 		$89.8K Buy
+857
New +$103K ﹤0.01% 727

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
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 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

Mather Group's DVA Position: Q3 2026 in Review

Mather Group increased its DaVita (DVA) stake by 4.9% in Q3 2026, buying an estimated $9.44K and bringing the position to 1,007 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Mather Group first reported a position in DVA in Q1 2024 and has held it in 9 quarters since. The position peaked at $214K in Q2 2026. 108 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Mather Group held 1,007 shares of DaVita worth $176K as of Q3 2026.
  • Mather Group bought 47 DaVita shares in Q3 2026, an estimated $9.44K.
  • DaVita made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #825 holding.
  • Mather Group first reported a position in DaVita in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's DaVita position peaked at $214K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.