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Wedge Capital Management’s DaVita DVA Stock Holding History

Wedge Capital Management’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 		$41.4M Sell
186,227
-55,101
-23% -$10M 0.68% 30
2026
Q1 		$37.1M Sell
241,328
-55,588
-19% -$7.54M 0.68% 33
2025
Q4 		$33.7M Buy
296,916
+45,998
+18% +$5.59M 0.61% 54
2025
Q3 		$33.3M Sell
250,918
-17,526
-7% -$2.41M 0.56% 59
2025
Q2 		$38.2M Buy
268,444
+8,538
+3% +$1.21M 0.68% 48
2025
Q1 		$39.8M Buy
259,906
+37,899
+17% +$5.95M 0.77% 35
2024
Q4 		$33.2M Sell
222,007
-16,487
-7% -$2.58M 0.6% 60
2024
Q3 		$39.1M Sell
238,494
-34,030
-12% -$5.03M 0.68% 55
2024
Q2 		$37.8M Sell
272,524
-61,707
-18% -$8.5M 0.67% 62
2024
Q1 		$46.1M Buy
334,231
+25,372
+8% +$3.04M 0.75% 28
2023
Q4 		$32.4M Sell
308,859
-8,552
-3% -$790K 0.58% 55
2023
Q3 		$30M Sell
317,411
-49,402
-13% -$5.04M 0.59% 67
2023
Q2 		$36.9M Buy
366,813
+360,831
+6,032% +$33.5M 0.59% 28
2023
Q1 		$485K Sell
5,982
-17
-0.3% -$1.36K 0.01% 319
2022
Q4 		$448K Buy
5,999
+1,060
+21% +$82.3K 0.01% 320
2022
Q3 		$409K Buy
4,939
+660
+15% +$57.9K 0.01% 320
2022
Q2 		$342K Sell
4,279
-92
-2% -$9.31K 0.01% 339
2022
Q1 		$494K Sell
4,371
-679
-13% -$76.2K 0.01% 312
2021
Q4 		$574K Sell
5,050
-247,706
-98% -$26.6M 0.01% 313
2021
Q3 		$29.4M Sell
252,756
-19,471
-7% -$2.44M 0.38% 107
2021
Q2 		$32.8M Sell
272,227
-11,554
-4% -$1.37M 0.4% 73
2021
Q1 		$30.6M Buy
283,781
+30,303
+12% +$3.37M 0.36% 128
2020
Q4 		$29.8M Sell
253,478
-63,892
-20% -$6.51M 0.34% 90
2020
Q3 		$27.2M Sell
317,370
-125,819
-28% -$10.7M 0.36% 97
2020
Q2 		$35.1M Buy
443,189
+5,001
+1% +$390K 0.48% 64
2020
Q1 		$33.3M Sell
438,188
-170,128
-28% -$13.4M 0.57% 60
2019
Q4 		$45.6M Sell
608,316
-11,121
-2% -$738K 0.51% 55
2019
Q3 		$35.4M Buy
619,437
+581,746
+1,543% +$33.8M 0.41% 83
2019
Q2 		$2.12M Buy
37,691
+8,434
+29% +$437K 0.02% 279
2019
Q1 		$1.59M Sell
29,257
-558,188
-95% -$30.9M 0.02% 313
2018
Q4 		$30.2M Buy
587,445
+73,661
+14% +$4.72M 0.37% 99
2018
Q3 		$36.8M Buy
513,784
+69,262
+16% +$4.9M 0.35% 73
2018
Q2 		$30.9M Sell
444,522
-84,146
-16% -$5.62M 0.3% 96
2018
Q1 		$34.9M Buy
528,668
+508,124
+2,473% +$37.3M 0.33% 84
2017
Q4 		$1.48M Sell
20,544
-5,491
-21% -$338K 0.01% 309
2017
Q3 		$1.55M Buy
+26,035
New +$1.57M 0.01% 298

Other funds holding DVA

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
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wedge Capital Management's DVA Position: Q2 2026 in Review

Wedge Capital Management reduced its DaVita (DVA) stake by 23% in Q2 2026, selling an estimated $10M and leaving 186,227 shares worth $41.4M. The position accounts for 0.68% of the portfolio, ranked #30.

Wedge Capital Management first reported a position in DVA in Q3 2017 and has held it in 36 quarters since. The position peaked at $46.1M in Q1 2024. 62 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Wedge Capital Management held 186,227 shares of DaVita worth $41.4M as of Q2 2026.
  • Wedge Capital Management sold 55,101 DaVita shares in Q2 2026, an estimated $10M.
  • DaVita made up 0.68% of Wedge Capital Management's portfolio in Q2 2026, its #30 holding.
  • Wedge Capital Management first reported a position in DaVita in Q3 2017 and has held it in 36 quarters since.
  • Wedge Capital Management's DaVita position peaked at $46.1M in Q1 2024.
  • 62 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.