Salem Investment Counselors’s DaVita DVA Stock Holding History

Salem Investment Counselors’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	$16K	Hold	72	–	–	﹤0.01%	803
2026 Q1	$11.1K	Buy	+72	New	+$9.77K	﹤0.01%	861
2025 Q4	–	Sell	-72	Closed	-$9.57K	–	596
2025 Q3	$9.57K	Hold	72	–	–	﹤0.01%	892
2025 Q2	$10.3K	Hold	72	–	–	﹤0.01%	851
2025 Q1	$11K	Hold	72	–	–	﹤0.01%	825
2024 Q4	$10.8K	Sell	72 -53	-42%	-$8.31K	﹤0.01%	822
2024 Q3	$20.5K	Hold	125	–	–	﹤0.01%	725
2024 Q2	$17.3K	Hold	125	–	–	﹤0.01%	743
2024 Q1	$17.3K	Sell	125 -1	-0.8%	-$120	﹤0.01%	743
2023 Q4	$13.2K	Hold	126	–	–	﹤0.01%	761
2023 Q3	$11.9K	Hold	126	–	–	﹤0.01%	766
2023 Q2	$12.7K	Hold	126	–	–	﹤0.01%	783
2023 Q1	$10.2K	Hold	126	–	–	﹤0.01%	811
2022 Q4	$9.41K	Hold	126	–	–	﹤0.01%	795
2022 Q3	$10K	Buy	126 +2	+2%	+$175	﹤0.01%	753
2022 Q2	$10K	Hold	124	–	–	﹤0.01%	778
2022 Q1	$14K	Buy	124 +71	+134%	+$7.97K	﹤0.01%	701
2021 Q4	$6K	Buy	+53	New	+$5.7K	﹤0.01%	899

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

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Salem Investment Counselors's DVA Position: Q2 2026 in Review

Salem Investment Counselors held its DaVita (DVA) position steady in Q2 2026 at 72 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Salem Investment Counselors first reported a position in DVA in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.5K in Q3 2024. 201 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Salem Investment Counselors held 72 shares of DaVita worth $16K as of Q2 2026.
Salem Investment Counselors left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #803 holding.
Salem Investment Counselors first reported a position in DaVita in Q4 2021 and has held it in 18 quarters since.
Salem Investment Counselors's DaVita position peaked at $20.5K in Q3 2024.
201 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.