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Waterloo Capital’s DaVita DVA Stock Holding History

Waterloo Capital’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 		$4.1M Buy
+18,423
New +$3.35M 0.23% 97

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Waterloo Capital's DVA Position: Q2 2026 in Review

Waterloo Capital opened a new position in DaVita (DVA) in Q2 2026: 18,423 shares worth $4.1M. The stake represents 0.23% of the portfolio and ranks #97 among its holdings.

193 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Waterloo Capital held 18,423 shares of DaVita worth $4.1M as of Q2 2026.
  • DaVita was a new Waterloo Capital position in Q2 2026.
  • DaVita made up 0.23% of Waterloo Capital's portfolio in Q2 2026, its #97 holding.
  • 193 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.