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Wedmont Private Capital’s DaVita DVA Stock Holding History

Wedmont Private 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
Q3 		$369K Buy
2,082
+244
+13% +$49K 0.01% 693
2026
Q2 		$428K Sell
1,838
-134
-7% -$24.3K 0.01% 608
2026
Q1 		$293K Sell
1,972
-113
-5% -$15.3K 0.01% 673
2025
Q4 		$231K Buy
2,085
+249
+14% +$30.3K 0.01% 730
2025
Q3 		$241K Sell
1,836
-163
-8% -$22.4K 0.01% 687
2025
Q2 		$284K Sell
1,999
-96
-5% -$13.6K 0.01% 591
2025
Q1 		$326K Buy
2,095
+317
+18% +$49.8K 0.02% 497
2024
Q4 		$273K Buy
1,778
+2
+0.1% +$314 0.01% 562
2024
Q3 		$280K Buy
1,776
+75
+4% +$11.1K 0.02% 531
2024
Q2 		$241K Buy
1,701
+96
+6% +$13.2K 0.02% 560
2024
Q1 		$215K Buy
+1,605
New +$193K 0.02% 548
2022
Q2 		– Sell
-3,394
Closed -$384K – 349
2022
Q1 		$384K Buy
+3,394
New +$381K 0.09% 181

Other funds holding DVA

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Wedmont Private Capital's DVA Position: Q3 2026 in Review

Wedmont Private Capital increased its DaVita (DVA) stake by 13% in Q3 2026, buying an estimated $49K and bringing the position to 2,082 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #693.

Wedmont Private Capital first reported a position in DVA in Q1 2022 and has held it in 12 quarters since. The position peaked at $428K in Q2 2026. 17 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Wedmont Private Capital held 2,082 shares of DaVita worth $369K as of Q3 2026.
  • Wedmont Private Capital bought 244 DaVita shares in Q3 2026, an estimated $49K.
  • DaVita made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #693 holding.
  • Wedmont Private Capital first reported a position in DaVita in Q1 2022 and has held it in 12 quarters since.
  • Wedmont Private Capital's DaVita position peaked at $428K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.