PSI
DVA icon

Planning Strategies Inc.’s DaVita DVA Stock Holding History

Planning Strategies Inc.’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 		$222 Buy
+1
New +$182 ﹤0.01% 977

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Planning Strategies Inc.'s DVA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in DaVita (DVA) in Q2 2026: 1 share worth $222. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

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

  • Planning Strategies Inc. held 1 share of DaVita worth $222 as of Q2 2026.
  • DaVita was a new Planning Strategies Inc. position in Q2 2026.
  • DaVita made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #977 holding.
  • 164 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.