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Wealth Enhancement Trust Services’s DaVita DVA Stock Holding History

Wealth Enhancement Trust 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 		$11.3K Buy
+51
New +$9.27K ﹤0.01% 711

Other funds holding DVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in DaVita (DVA) in Q2 2026: 51 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

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

  • Wealth Enhancement Trust Services held 51 shares of DaVita worth $11.3K as of Q2 2026.
  • DaVita was a new Wealth Enhancement Trust Services position in Q2 2026.
  • DaVita made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #711 holding.
  • 485 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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