Patton Fund Management’s DaVita DVA Stock Holding History

Patton Fund Management’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	–	Sell	-1,890	Closed	-$290K	–	204
2026 Q1	$290K	Hold	1,890	–	–	0.05%	180
2025 Q4	$215K	Buy	1,890 +177	+10%	+$21.5K	0.03%	427
2025 Q3	$228K	Hold	1,713	–	–	0.04%	347
2025 Q2	$244K	Sell	1,713 -19,635	-92%	-$2.78M	0.05%	219
2025 Q1	$3.27M	Sell	21,348 -6,336	-23%	-$995K	0.79%	56
2024 Q4	$4.14M	Sell	27,684 -4,188	-13%	-$657K	0.81%	57
2024 Q3	$5.22M	Sell	31,872 -1,695	-5%	-$250K	1.08%	41
2024 Q2	$4.65M	Buy	+33,567	New	+$4.63M	0.98%	48
2023 Q1	–	Sell	-2,751	Closed	-$205K	–	128
2022 Q4	$205K	Buy	+2,751	New	+$214K	0.06%	166

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Patton Fund Management's DVA Position: Q2 2026 in Review

Patton Fund Management sold out of DaVita (DVA) in Q2 2026, closing a stake of 1,890 shares — an estimated $290K sold.

Patton Fund Management first reported a position in DVA in Q4 2022 and held it in 9 quarters. The position peaked at $5.22M in Q3 2024. 164 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Patton Fund Management reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,890 DaVita shares in Q2 2026, an estimated $290K.
Patton Fund Management first reported a position in DaVita in Q4 2022 and held it in 9 quarters.
Patton Fund Management's DaVita position peaked at $5.22M in Q3 2024.
164 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.