MFG
DVA icon

Merit Financial Group’s DaVita DVA Stock Holding History

Merit Financial 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
Q2 		$623K Buy
2,799
+1,051
+60% +$191K ﹤0.01% 1368
2026
Q1 		$269K Buy
+1,748
New +$237K ﹤0.01% 1725

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

Merit Financial Group's DVA Position: Q2 2026 in Review

Merit Financial Group increased its DaVita (DVA) stake by 60% in Q2 2026, buying an estimated $191K and bringing the position to 2,799 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Merit Financial Group first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Merit Financial Group held 2,799 shares of DaVita worth $623K as of Q2 2026.
  • Merit Financial Group bought 1,051 DaVita shares in Q2 2026, an estimated $191K.
  • DaVita made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1368 holding.
  • Merit Financial Group first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.