Smith Group Asset Management’s DaVita DVA Stock Holding History

Smith Group Asset Management’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	$591K	Buy	2,658 +303	+13%	+$55.1K	0.02%	136
2026 Q1	$362K	Buy	+2,355	New	+$319K	0.02%	151
2025 Q3	–	Sell	-2,070	Closed	-$295K	–	180
2025 Q2	$295K	Hold	2,070	–	–	0.02%	160
2025 Q1	$317K	Sell	2,070 -4,300	-68%	-$676K	0.02%	167
2024 Q4	$953K	Sell	6,370 -210	-3%	-$32.9K	0.07%	92
2024 Q3	$1.08M	Buy	6,580 +720	+12%	+$106K	0.09%	61
2024 Q2	$812K	Sell	5,860 -50	-0.8%	-$6.89K	0.07%	62
2024 Q1	$816K	Hold	5,910	–	–	0.05%	116
2023 Q4	$619K	Buy	+5,910	New	+$546K	0.04%	122
2021 Q2	–	Sell	-2,310	Closed	-$249K	–	374
2021 Q1	$249K	Sell	2,310 -108,930	-98%	-$12.1M	0.01%	137
2020 Q4	$13.1M	Buy	+111,240	New	+$11.3M	0.76%	38

Other funds holding DVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

BAMF

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return

Smith Group Asset Management's DVA Position: Q2 2026 in Review

Smith Group Asset Management increased its DaVita (DVA) stake by 13% in Q2 2026, buying an estimated $55.1K and bringing the position to 2,658 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #136.

Smith Group Asset Management first reported a position in DVA in Q4 2020 and has held it in 11 quarters since. The position peaked at $13.1M in Q4 2020. 329 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Smith Group Asset Management held 2,658 shares of DaVita worth $591K as of Q2 2026.
Smith Group Asset Management bought 303 DaVita shares in Q2 2026, an estimated $55.1K.
DaVita made up 0.02% of Smith Group Asset Management's portfolio in Q2 2026, its #136 holding.
Smith Group Asset Management first reported a position in DaVita in Q4 2020 and has held it in 11 quarters since.
Smith Group Asset Management's DaVita position peaked at $13.1M in Q4 2020.
329 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.