SIC
DVA icon

Sage Investment Counsel’s DaVita DVA Stock Holding History

Sage Investment Counsel’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 		$791K Hold
3,555
– – 0.79% 37
2026
Q1 		$546K Sell
3,555
-480
-12% -$65.1K 0.61% 48
2025
Q4 		$458K Sell
4,035
-117
-3% -$14.2K 0.5% 53
2025
Q3 		$552K Sell
4,152
-545
-12% -$74.8K 0.61% 51
2025
Q2 		$669K Sell
4,697
-274
-6% -$38.8K 0.78% 39
2025
Q1 		$760K Sell
4,971
-1,202
-19% -$189K 0.96% 30
2024
Q4 		$923K Buy
+6,173
New +$968K 1.2% 19

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 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

Sage Investment Counsel's DVA Position: Q2 2026 in Review

Sage Investment Counsel held its DaVita (DVA) position steady in Q2 2026 at 3,555 shares worth $791K. The position accounts for 0.79% of the portfolio, ranked #37.

Sage Investment Counsel first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $923K in Q4 2024. 233 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Sage Investment Counsel held 3,555 shares of DaVita worth $791K as of Q2 2026.
  • Sage Investment Counsel left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.79% of Sage Investment Counsel's portfolio in Q2 2026, its #37 holding.
  • Sage Investment Counsel first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's DaVita position peaked at $923K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.