Pinnacle Wealth Planning Services
DVA icon

Pinnacle Wealth Planning Services’s DaVita DVA Stock Holding History

Pinnacle Wealth Planning 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 		$29.2K Buy
167
+12
+8% +$2.41K ﹤0.01% 1602
2026
Q2 		$34.5K Sell
155
-4
-3% -$727 ﹤0.01% 1519
2026
Q1 		$24.4K Buy
159
+13
+9% +$1.76K ﹤0.01% 1591
2025
Q4 		$16.6K Buy
+146
New +$17.8K ﹤0.01% 1805
2021
Q1 		– Sell
-177
Closed -$21K – 796
2020
Q4 		$21K Buy
+177
New +$18K 0.01% 1133

Other funds holding DVA

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's DVA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its DaVita (DVA) stake by 7.7% in Q3 2026, buying an estimated $2.41K and bringing the position to 167 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Pinnacle Wealth Planning Services first reported a position in DVA in Q4 2020 and has held it in 5 quarters since. The position peaked at $34.5K in Q2 2026. 175 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 167 shares of DaVita worth $29.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 12 DaVita shares in Q3 2026, an estimated $2.41K.
  • DaVita made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1602 holding.
  • Pinnacle Wealth Planning Services first reported a position in DaVita in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's DaVita position peaked at $34.5K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.