RAFFA WEALTH MANAGEMENT, LLC’s DaVita DVA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.89K	Hold	13	–	–	﹤0.01%	736
2026 Q1	$2K	Buy	13 +1	+8%	+$136	﹤0.01%	749
2025 Q4	$1.36K	Hold	12	–	–	﹤0.01%	852
2025 Q3	$1.59K	Hold	12	–	–	﹤0.01%	766
2025 Q2	$1.71K	Hold	12	–	–	﹤0.01%	733
2025 Q1	$1.84K	Hold	12	–	–	﹤0.01%	660
2024 Q4	$1.79K	Sell	12 -5	-29%	-$784	﹤0.01%	698
2024 Q3	$2.79K	Hold	17	–	–	﹤0.01%	548
2024 Q2	$2.36K	Hold	17	–	–	﹤0.01%	681
2024 Q1	$2.35K	Hold	17	–	–	﹤0.01%	663
2023 Q4	$1.78K	Hold	17	–	–	﹤0.01%	655
2023 Q3	$1.61K	Hold	17	–	–	﹤0.01%	649
2023 Q2	$1.71K	Hold	17	–	–	﹤0.01%	657
2023 Q1	$1.38K	Hold	17	–	–	﹤0.01%	705
2022 Q4	$1.27K	Hold	17	–	–	﹤0.01%	705
2022 Q3	$1.41K	Sell	17 -3	-15%	-$263	﹤0.01%	701
2022 Q2	$1.6K	Sell	20 -2	-9%	-$202	﹤0.01%	666
2022 Q1	$2.49K	Buy	22 +2	+10%	+$225	﹤0.01%	583
2021 Q4	$2.27K	Sell	20 -2	-9%	-$215	﹤0.01%	623
2021 Q3	$2.56K	Buy	22 +2	+10%	+$250	﹤0.01%	548
2021 Q2	$2.41K	Hold	20	–	–	﹤0.01%	568
2021 Q1	$2.15K	Sell	20 -5	-20%	-$556	﹤0.01%	617
2020 Q4	$2.94K	Hold	25	–	–	﹤0.01%	460
2020 Q3	$2.14K	Hold	25	–	–	﹤0.01%	476
2020 Q2	$1.98K	Hold	25	–	–	﹤0.01%	476
2020 Q1	$1.9K	Buy	25 +8	+47%	+$629	﹤0.01%	439
2019 Q4	$1.28K	Hold	17	–	–	﹤0.01%	528
2019 Q3	$970	Buy	+17	New	+$988	﹤0.01%	612
2019 Q2	–	Sell	-17	Closed	-$923	–	917
2019 Q1	$923	Hold	17	–	–	﹤0.01%	597
2018 Q4	$875	Hold	17	–	–	﹤0.01%	589
2018 Q3	$1.22K	Hold	17	–	–	﹤0.01%	525
2018 Q2	$1.18K	Hold	17	–	–	﹤0.01%	509
2018 Q1	$1.12K	Buy	+17	New	+$1.25K	﹤0.01%	493
2017 Q1	–	Sell	-7	Closed	-$449	–	503
2016 Q4	$449	Hold	7	–	–	﹤0.01%	790
2016 Q3	$462	Hold	7	–	–	﹤0.01%	758
2016 Q2	$541	Hold	7	–	–	﹤0.01%	645
2016 Q1	$514	Hold	7	–	–	﹤0.01%	678
2015 Q4	$488	Hold	7	–	–	﹤0.01%	699
2015 Q3	$506	Hold	7	–	–	﹤0.01%	668
2015 Q2	$556	Hold	7	–	–	﹤0.01%	655
2015 Q1	$569	Hold	7	–	–	﹤0.01%	647
2014 Q4	$530	Hold	7	–	–	﹤0.01%	649
2014 Q3	$512	Buy	+7	New	+$513	﹤0.01%	618
2014 Q1	–	Sell	-7	Closed	-$530	–	405
2013 Q4	$530	Buy	+7	New	+$411	﹤0.01%	649

Other funds holding DVA

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

RAFFA WEALTH MANAGEMENT, LLC's DVA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its DaVita (DVA) position steady in Q2 2026 at 13 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DVA in Q4 2013 and has held it in 44 quarters since. The position peaked at $2.94K in Q4 2020. 160 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 13 shares of DaVita worth $2.89K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #736 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in DaVita in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's DaVita position peaked at $2.94K in Q4 2020.
160 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.