Steward Partners Investment Advisory’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $437K | Sell |
1,964
-1,045
| -35% | -$190K | ﹤0.01% | 1771 |
|
|
2026
Q1 | $462K | Sell |
3,009
-3,641
| -55% | -$494K | ﹤0.01% | 1567 |
|
|
2025
Q4 | $756K | Buy |
6,650
+377
| +6% | +$45.8K | ﹤0.01% | 1205 |
|
|
2025
Q3 | $833K | Buy |
6,273
+3,533
| +129% | +$485K | ﹤0.01% | 1126 |
|
|
2025
Q2 | $390K | Sell |
2,740
-1,390
| -34% | -$197K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $632K | Hold |
4,130
| – | – | 0.01% | 1117 |
|
|
2024
Q4 | $618K | Sell |
4,130
-60
| -1% | -$9.41K | 0.01% | 1065 |
|
|
2024
Q3 | $687K | Sell |
4,190
-100
| -2% | -$14.8K | 0.01% | 989 |
|
|
2024
Q2 | $594K | Hold |
4,290
| – | – | 0.01% | 990 |
|
|
2024
Q1 | $592K | Hold |
4,290
| – | – | 0.01% | 986 |
|
|
2023
Q4 | $449K | Sell |
4,290
-100
| -2% | -$9.24K | 0.01% | 1041 |
|
|
2023
Q3 | $415K | Buy |
4,390
+200
| +5% | +$20.4K | 0.01% | 989 |
|
|
2023
Q2 | $421K | Buy |
4,190
+200
| +5% | +$18.6K | 0.01% | 994 |
|
|
2023
Q1 | $324K | Hold |
3,990
| – | – | 0.01% | 1083 |
|
|
2022
Q4 | $298K | Sell |
3,990
-262
| -6% | -$20.3K | 0.01% | 1080 |
|
|
2022
Q3 | $352K | Hold |
4,252
| – | – | 0.01% | 980 |
|
|
2022
Q2 | $340K | Buy |
4,252
+262
| +7% | +$26.5K | 0.01% | 985 |
|
|
2022
Q1 | $451K | Sell |
3,990
-1,400
| -26% | -$157K | 0.01% | 957 |
|
|
2021
Q4 | $613K | Sell |
5,390
-20
| -0.4% | -$2.15K | 0.01% | 873 |
|
|
2021
Q3 | $629K | Buy |
5,410
+20
| +0.4% | +$2.5K | 0.01% | 835 |
|
|
2021
Q2 | $649K | Sell |
5,390
-750
| -12% | -$88.8K | 0.01% | 839 |
|
|
2021
Q1 | $662K | Buy |
6,140
+750
| +14% | +$83.3K | 0.01% | 782 |
|
|
2020
Q4 | $633K | Hold |
5,390
| – | – | 0.01% | 690 |
|
|
2020
Q3 | $462K | Hold |
5,390
| – | – | 0.01% | 693 |
|
|
2020
Q2 | $427K | Hold |
5,390
| – | – | 0.01% | 678 |
|
|
2020
Q1 | $409K | Sell |
5,390
-6,700
| -55% | -$527K | 0.02% | 607 |
|
|
2019
Q4 | $907K | Hold |
12,090
| – | – | 0.03% | 476 |
|
|
2019
Q3 | $689K | Hold |
12,090
| – | – | 0.02% | 503 |
|
|
2019
Q2 | $680K | Sell |
12,090
-90
| -0.7% | -$4.66K | 0.03% | 479 |
|
|
2019
Q1 | $661K | Hold |
12,180
| – | – | 0.03% | 445 |
|
|
2018
Q4 | $626K | Sell |
12,180
-54
| -0.4% | -$3.46K | 0.03% | 432 |
|
|
2018
Q3 | $876K | Buy |
12,234
+655
| +6% | +$46.3K | 0.04% | 377 |
|
|
2018
Q2 | $804K | Buy |
11,579
+75
| +0.7% | +$5.01K | 0.05% | 336 |
|
|
2018
Q1 | $758K | Sell |
11,504
-800
| -7% | -$58.8K | 0.05% | 319 |
|
|
2017
Q4 | $888K | Buy |
12,304
+12,100
| +5,931% | +$745K | 0.07% | 251 |
|
|
2017
Q3 | $12K | Sell |
204
-45
| -18% | -$2.71K | ﹤0.01% | 1070 |
|
|
2017
Q2 | $16K | Buy |
249
+21
| +9% | +$1.39K | ﹤0.01% | 927 |
|
|
2017
Q1 | $15K | Buy |
+228
| New | +$15.1K | ﹤0.01% | 829 |
|
Other funds holding DVA
Steward Partners Investment Advisory's DVA Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its DaVita (DVA) stake by 35% in Q2 2026, selling an estimated $190K and leaving 1,964 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.
Steward Partners Investment Advisory first reported a position in DVA in Q1 2017 and has held it in 38 quarters since. The position peaked at $907K in Q4 2019. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.
- Steward Partners Investment Advisory held 1,964 shares of DaVita worth $437K as of Q2 2026.
- Steward Partners Investment Advisory sold 1,045 DaVita shares in Q2 2026, an estimated $190K.
- DaVita made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1771 holding.
- Steward Partners Investment Advisory first reported a position in DaVita in Q1 2017 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's DaVita position peaked at $907K in Q4 2019.
- 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.