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Root Financial Partners’s DaVita DVA Stock Holding History

Root Financial Partners’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
-187
Closed -$28.7K – 1169
2026
Q1 		$28.7K Buy
187
+105
+128% +$14.2K ﹤0.01% 1141
2025
Q4 		$9.32K Sell
82
-36
-31% -$4.38K ﹤0.01% 1524
2025
Q3 		$15.7K Buy
+118
New +$16.2K ﹤0.01% 1237

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Root Financial Partners's DVA Position: Q2 2026 in Review

Root Financial Partners sold out of DaVita (DVA) in Q2 2026, closing a stake of 187 shares — an estimated $28.7K sold.

Root Financial Partners first reported a position in DVA in Q3 2025 and held it in 3 quarters. The position peaked at $28.7K in Q1 2026. 183 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Root Financial Partners reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 187 DaVita shares in Q2 2026, an estimated $28.7K.
  • Root Financial Partners first reported a position in DaVita in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DaVita position peaked at $28.7K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.