Sigma Planning Corp
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Sigma Planning Corp’s DaVita DVA Stock Holding History

Sigma Planning Corp’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 		– Sell
-939
Closed -$209K – 1365
2026
Q2 		$209K Buy
+939
New +$171K 0.01% 1312
2019
Q1 		– Sell
-5,737
Closed -$295K – 952
2018
Q4 		$295K Buy
+5,737
New +$367K 0.02% 606

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

Sigma Planning Corp's DVA Position: Q3 2026 in Review

Sigma Planning Corp sold out of DaVita (DVA) in Q3 2026, closing a stake of 939 shares — an estimated $209K sold.

Sigma Planning Corp first reported a position in DVA in Q4 2018 and held it in 2 quarters. The position peaked at $295K in Q4 2018. 174 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Sigma Planning Corp reported no remaining DaVita position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 939 DaVita shares in Q3 2026, an estimated $209K.
  • Sigma Planning Corp first reported a position in DaVita in Q4 2018 and held it in 2 quarters.
  • Sigma Planning Corp's DaVita position peaked at $295K in Q4 2018.
  • 174 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.