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Stolper & Co’s DaVita DVA Stock Holding History

Stolper & Co’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 		$6.13M Buy
35,038
+218
+0.6% +$43.8K 1.58% 25
2026
Q2 		$7.75M Sell
34,820
-2,346
-6% -$426K 2% 21
2026
Q1 		$5.1M Sell
37,166
-5,336
-13% -$724K 1.45% 25
2025
Q4 		$4.83M Buy
42,502
+864
+2% +$105K 1.42% 25
2025
Q3 		$5.53M Sell
41,638
-62
-0.1% -$8.51K 1.68% 23
2025
Q2 		$5.94M Sell
41,700
-680
-2% -$96.3K 1.95% 18
2025
Q1 		$6.48M Sell
42,380
-462
-1% -$72.6K 2.13% 17
2024
Q4 		$6.41M Sell
42,842
-14
-0% -$2.2K 2.13% 17
2024
Q3 		$7.02M Sell
42,856
-156
-0.4% -$23K 2.3% 14
2024
Q2 		$5.96M Buy
43,012
+550
+1% +$75.8K 2.1% 21
2024
Q1 		$5.86M Sell
42,462
-41
-0.1% -$4.92K 2.11% 21
2023
Q4 		$4.45M Buy
42,503
+268
+0.6% +$24.8K 1.79% 24
2023
Q3 		$3.99M Buy
42,235
+144
+0.3% +$14.7K 1.73% 23
2023
Q2 		$4.23M Sell
42,091
-355
-0.8% -$32.9K 1.78% 24
2023
Q1 		$3.44M Buy
42,446
+944
+2% +$75.6K 1.48% 27
2022
Q4 		$3.1M Sell
41,502
-5,238
-11% -$407K 1.36% 27
2022
Q3 		$3.87M Buy
46,740
+352
+0.8% +$30.9K 1.91% 21
2022
Q2 		$3.71M Buy
+46,388
New +$4.69M 1.74% 22

Other funds holding DVA

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Stolper & Co's DVA Position: Q3 2026 in Review

Stolper & Co increased its DaVita (DVA) stake by 0.63% in Q3 2026, buying an estimated $43.8K and bringing the position to 35,038 shares worth $6.13M. The position accounts for 1.58% of the portfolio, ranked #25.

Stolper & Co first reported a position in DVA in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.75M in Q2 2026. 74 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Stolper & Co held 35,038 shares of DaVita worth $6.13M as of Q3 2026.
  • Stolper & Co bought 218 DaVita shares in Q3 2026, an estimated $43.8K.
  • DaVita made up 1.58% of Stolper & Co's portfolio in Q3 2026, its #25 holding.
  • Stolper & Co first reported a position in DaVita in Q2 2022 and has held it in 18 quarters since.
  • Stolper & Co's DaVita position peaked at $7.75M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.