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Pension & Wealth Management Advisors’s Endava DAVA Stock Holding History

Pension & Wealth Management Advisors’s Portfolio DAVA Stock Details DAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,526
Closed -$108K – 508
2025
Q1 		$108K Buy
5,526
+1,152
+26% +$32K 0.04% 194
2024
Q4 		$135K Buy
+4,374
New +$120K 0.05% 169

Other funds holding DAVA

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Pension & Wealth Management Advisors's DAVA Position: Q2 2025 in Review

Pension & Wealth Management Advisors sold out of Endava (DAVA) in Q2 2025, closing a stake of 5,526 shares — an estimated $108K sold.

Pension & Wealth Management Advisors first reported a position in DAVA in Q4 2024 and held it in 2 quarters. The position peaked at $135K in Q4 2024. 125 funds tracked by Wall St. Rank hold DAVA as of Q2 2025.

  • Pension & Wealth Management Advisors reported no remaining Endava position as of Q2 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5,526 Endava shares in Q2 2025, an estimated $108K.
  • Pension & Wealth Management Advisors first reported a position in Endava in Q4 2024 and held it in 2 quarters.
  • Pension & Wealth Management Advisors's Endava position peaked at $135K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Endava as of Q2 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2025, filed 7 Aug 2026.