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Physician Wealth Advisors’s DaVita DVA Stock Holding History

Physician Wealth Advisors’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 		$13.8K Hold
62
– – ﹤0.01% 790
2026
Q1 		$9.53K Buy
62
+18
+41% +$2.44K ﹤0.01% 814
2025
Q4 		$5K Sell
44
-19
-30% -$2.31K ﹤0.01% 975
2025
Q3 		$8.37K Sell
63
-7
-10% -$961 ﹤0.01% 793
2025
Q2 		$9.97K Buy
70
+30
+75% +$4.25K ﹤0.01% 647
2025
Q1 		$6.12K Hold
40
– – ﹤0.01% 703
2024
Q4 		$5.98K Buy
+40
New +$6.27K ﹤0.01% 702

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's DVA Position: Q2 2026 in Review

Physician Wealth Advisors held its DaVita (DVA) position steady in Q2 2026 at 62 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Physician Wealth Advisors first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Physician Wealth Advisors held 62 shares of DaVita worth $13.8K as of Q2 2026.
  • Physician Wealth Advisors left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #790 holding.
  • Physician Wealth Advisors first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.