Meriwether Wealth & Planning’s DaVita DVA Stock Holding History

Meriwether Wealth & Planning’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	$4.2K	Buy	+24	New	+$4.82K	﹤0.01%	541

Other funds holding DVA

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Meriwether Wealth & Planning's DVA Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in DaVita (DVA) in Q3 2026: 24 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

152 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

Meriwether Wealth & Planning held 24 shares of DaVita worth $4.2K as of Q3 2026.
DaVita was a new Meriwether Wealth & Planning position in Q3 2026.
DaVita made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #541 holding.
152 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.