Matthew Hamilton Rosenberg’s DaVita DVA Stock Holding History

Matthew Hamilton Rosenberg’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	$15.1K	Hold	68	–	–	﹤0.01%	578
2026 Q1	$10.5K	Sell	68 -423	-86%	-$57.4K	﹤0.01%	604
2025 Q4	$55.8K	Sell	491 -67	-12%	-$8.15K	0.01%	408
2025 Q3	$74.1K	Hold	558	–	–	0.02%	373
2025 Q2	$79.5K	Hold	558	–	–	0.02%	374
2025 Q1	$85.4K	Hold	558	–	–	0.02%	341
2024 Q4	$83.4K	Hold	558	–	–	0.02%	340
2024 Q3	$91.5K	Hold	558	–	–	0.02%	337
2024 Q2	$77.3K	Hold	558	–	–	0.02%	345
2024 Q1	$76.9K	Hold	558	–	–	0.02%	367
2023 Q4	$58.5K	Hold	558	–	–	0.02%	402
2023 Q3	$52.7K	Hold	558	–	–	0.02%	408
2023 Q2	$56.1K	Hold	558	–	–	0.02%	410
2023 Q1	$45.3K	Hold	558	–	–	0.01%	483
2022 Q4	$41.7K	Buy	558 +70	+14%	+$5.44K	0.01%	506
2022 Q3	$40K	Hold	488	–	–	0.02%	491
2022 Q2	$41K	Hold	488	–	–	0.02%	505
2022 Q1	$55K	Hold	488	–	–	0.02%	441
2021 Q4	$56K	Hold	488	–	–	0.02%	400
2021 Q3	$57K	Buy	+488	New	+$61.1K	0.02%	369

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Matthew Hamilton Rosenberg's DVA Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its DaVita (DVA) position steady in Q2 2026 at 68 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Matthew Hamilton Rosenberg first reported a position in DVA in Q3 2021 and has held it in 20 quarters since. The position peaked at $91.5K in Q3 2024. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Matthew Hamilton Rosenberg held 68 shares of DaVita worth $15.1K as of Q2 2026.
Matthew Hamilton Rosenberg left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #578 holding.
Matthew Hamilton Rosenberg first reported a position in DaVita in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's DaVita position peaked at $91.5K in Q3 2024.
87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.