Prospera Financial Services’s DaVita DVA Stock Holding History

Prospera Financial 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 Q2	$9.48M	Buy	42,623 +39,474	+1,254%	+$7.17M	0.14%	165
2026 Q1	$484K	Sell	3,149 -21	-0.7%	-$2.85K	0.01%	997
2025 Q4	$360K	Sell	3,170 -381	-11%	-$46.3K	0.01%	1069
2025 Q3	$472K	Sell	3,551 -40	-1%	-$5.49K	0.01%	956
2025 Q2	$512K	Buy	3,591 +779	+28%	+$110K	0.01%	896
2025 Q1	$430K	Buy	+2,812	New	+$442K	0.01%	842
2022 Q2	–	Sell	-22	Closed	-$2K	–	1864
2022 Q1	$2K	Buy	+22	New	+$2.47K	﹤0.01%	2462
2021 Q3	–	Sell	-1,720	Closed	-$207K	–	805
2021 Q2	$207K	Buy	+1,720	New	+$204K	0.01%	757
2021 Q1	–	Sell	-1,768	Closed	-$208K	–	748
2020 Q4	$208K	Buy	1,768 +1,746	+7,936%	+$178K	0.01%	634
2020 Q3	$2K	Buy	+22	New	+$1.88K	﹤0.01%	1449

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services's DVA Position: Q2 2026 in Review

Prospera Financial Services increased its DaVita (DVA) stake by 1,254% in Q2 2026, buying an estimated $7.17M and bringing the position to 42,623 shares worth $9.48M. The position accounts for 0.14% of the portfolio, ranked #165.

Prospera Financial Services first reported a position in DVA in Q3 2020 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Prospera Financial Services held 42,623 shares of DaVita worth $9.48M as of Q2 2026.
Prospera Financial Services bought 39,474 DaVita shares in Q2 2026, an estimated $7.17M.
DaVita made up 0.14% of Prospera Financial Services's portfolio in Q2 2026, its #165 holding.
Prospera Financial Services first reported a position in DaVita in Q3 2020 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.