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Waddell & Associates’s DaVita DVA Stock Holding History

Waddell & Associates’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 		$342K Buy
1,538
+192
+14% +$34.9K 0.02% 369
2026
Q1 		$207K Buy
+1,346
New +$183K 0.01% 415

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

Waddell & Associates's DVA Position: Q2 2026 in Review

Waddell & Associates increased its DaVita (DVA) stake by 14% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,538 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #369.

Waddell & Associates first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Waddell & Associates held 1,538 shares of DaVita worth $342K as of Q2 2026.
  • Waddell & Associates bought 192 DaVita shares in Q2 2026, an estimated $34.9K.
  • DaVita made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #369 holding.
  • Waddell & Associates first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.