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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
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

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
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return

Wedmont Private Capital's DVA Position: Q2 2026 in Review

Wedmont Private Capital reduced its DaVita (DVA) stake by 6.8% in Q2 2026, selling an estimated $24.3K and leaving 1,838 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #608.

Wedmont Private Capital first reported a position in DVA in Q1 2022 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Wedmont Private Capital held 1,838 shares of DaVita worth $428K as of Q2 2026.
  • Wedmont Private Capital sold 134 DaVita shares in Q2 2026, an estimated $24.3K.
  • DaVita made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #608 holding.
  • Wedmont Private Capital first reported a position in DaVita in Q1 2022 and has held it in 11 quarters since.
  • 94 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.