Wealth Enhancement Advisory Services
DVA icon

Wealth Enhancement Advisory Services’s DaVita DVA Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.5M Buy
10,760
+3,552
+49% +$645K ﹤0.01% 1420
2026
Q1 		$1.05M Sell
7,208
-471
-6% -$63.9K ﹤0.01% 1762
2025
Q4 		$886K Buy
7,679
+3,180
+71% +$387K ﹤0.01% 2040
2025
Q3 		$590K Buy
4,499
+197
+5% +$27K ﹤0.01% 2230
2025
Q2 		$613K Sell
4,302
-49
-1% -$6.94K ﹤0.01% 2074
2025
Q1 		$666K Buy
4,351
+800
+23% +$126K ﹤0.01% 1851
2024
Q4 		$531K Buy
3,551
+69
+2% +$10.8K ﹤0.01% 1954
2024
Q3 		$571K Buy
3,482
+269
+8% +$39.7K ﹤0.01% 1741
2024
Q2 		$445K Buy
3,213
+57
+2% +$7.86K ﹤0.01% 1720
2024
Q1 		$436K Sell
3,156
-2,069
-40% -$248K ﹤0.01% 1667
2023
Q4 		$547K Buy
5,225
+2,407
+85% +$222K ﹤0.01% 1448
2023
Q3 		$266K Buy
+2,818
New +$287K ﹤0.01% 1813

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's DVA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its DaVita (DVA) stake by 49% in Q2 2026, buying an estimated $645K and bringing the position to 10,760 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Wealth Enhancement Advisory Services first reported a position in DVA in Q3 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,760 shares of DaVita worth $2.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,552 DaVita shares in Q2 2026, an estimated $645K.
  • DaVita made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1420 holding.
  • Wealth Enhancement Advisory Services first reported a position in DaVita in Q3 2023 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.