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True Wealth Design’s DaVita DVA Stock Holding History

True Wealth Design’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 		$38.3K Buy
172
+61
+55% +$11.1K 0.01% 588
2026
Q1 		$17.1K Sell
111
-12
-10% -$1.63K ﹤0.01% 780
2025
Q4 		$14K Buy
123
+49
+66% +$5.96K ﹤0.01% 733
2025
Q3 		$9.83K Buy
74
+63
+573% +$8.65K ﹤0.01% 838
2025
Q2 		$1.57K Buy
11
+1
+10% +$142 ﹤0.01% 1278
2025
Q1 		$1.53K Buy
10
+1
+11% +$157 ﹤0.01% 1105
2024
Q4 		$1.35K Hold
9
– – ﹤0.01% 847
2024
Q3 		$1.48K Hold
9
– – ﹤0.01% 867
2024
Q2 		$1.25K Buy
9
+2
+29% +$276 ﹤0.01% 460
2024
Q1 		$967 Buy
7
+3
+75% +$360 ﹤0.01% 475
2023
Q4 		$420 Hold
4
– – ﹤0.01% 511
2023
Q3 		$379 Sell
4
-1
-20% -$102 ﹤0.01% 491
2023
Q2 		$503 Buy
5
+1
+25% +$93 ﹤0.01% 437
2023
Q1 		$325 Hold
4
– – ﹤0.01% 633
2022
Q4 		$299 Buy
+4
New +$311 ﹤0.01% 583

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
SC
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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's DVA Position: Q2 2026 in Review

True Wealth Design increased its DaVita (DVA) stake by 55% in Q2 2026, buying an estimated $11.1K and bringing the position to 172 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #588.

True Wealth Design first reported a position in DVA in Q4 2022 and has held it in 15 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • True Wealth Design held 172 shares of DaVita worth $38.3K as of Q2 2026.
  • True Wealth Design bought 61 DaVita shares in Q2 2026, an estimated $11.1K.
  • DaVita made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #588 holding.
  • True Wealth Design first reported a position in DaVita in Q4 2022 and has held it in 15 quarters since.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.