NWF Advisory Services’s DaVita DVA Stock Holding History

NWF Advisory Services’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	$475K	Hold	2,715	–	–	0.04%	233
2026 Q2	$604K	Sell	2,715 -120	-4%	-$21.8K	0.06%	198
2026 Q1	$436K	Hold	2,835	–	–	0.05%	230
2025 Q4	$322K	Hold	2,835	–	–	0.04%	273
2025 Q3	$377K	Hold	2,835	–	–	0.04%	248
2025 Q2	$404K	Hold	2,835	–	–	0.05%	237
2025 Q1	$434K	Hold	2,835	–	–	0.06%	191
2024 Q4	$424K	Hold	2,835	–	–	0.06%	158
2024 Q3	$465K	Sell	2,835 -194	-6%	-$28.7K	0.07%	175
2024 Q2	$420K	Hold	3,029	–	–	0.07%	175
2024 Q1	$418K	Hold	3,029	–	–	0.07%	182
2023 Q4	$317K	Hold	3,029	–	–	0.06%	191
2023 Q3	$286K	Hold	3,029	–	–	0.07%	191
2023 Q2	$304K	Hold	3,029	–	–	0.07%	183
2023 Q1	$304K	Buy	+3,029	New	+$243K	0.07%	182

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

NWF Advisory Services's DVA Position: Q3 2026 in Review

NWF Advisory Services held its DaVita (DVA) position steady in Q3 2026 at 2,715 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #233.

NWF Advisory Services first reported a position in DVA in Q1 2023 and has held it in 15 quarters since. The position peaked at $604K in Q2 2026. 126 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

NWF Advisory Services held 2,715 shares of DaVita worth $475K as of Q3 2026.
NWF Advisory Services left its DaVita share count unchanged in Q3 2026.
DaVita made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #233 holding.
NWF Advisory Services first reported a position in DaVita in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's DaVita position peaked at $604K in Q2 2026.
126 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.