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BOLTON SECURITIES CORPORATION’s DaVita DVA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$45.5K Sell
260
-29
-10% -$5.82K ﹤0.01% 1367
2026
Q2 		$64.3K Buy
289
+59
+26% +$10.7K ﹤0.01% 1246
2026
Q1 		$35.3K Hold
230
– – ﹤0.01% 1310
2025
Q4 		$26.1K Hold
230
– – ﹤0.01% 1369
2025
Q3 		$30.6K Hold
230
– – ﹤0.01% 1282
2025
Q2 		$32.8K Hold
230
– – ﹤0.01% 1209
2025
Q1 		$35.2K Buy
+230
New +$36.1K ﹤0.01% 1138

Other funds holding DVA

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DVA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its DaVita (DVA) stake by 10% in Q3 2026, selling an estimated $5.82K and leaving 260 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

BOLTON SECURITIES CORPORATION first reported a position in DVA in Q1 2025 and has held it in 7 quarters since. The position peaked at $64.3K in Q2 2026. 435 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 260 shares of DaVita worth $45.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 29 DaVita shares in Q3 2026, an estimated $5.82K.
  • DaVita made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1367 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in DaVita in Q1 2025 and has held it in 7 quarters since.
  • BOLTON SECURITIES CORPORATION's DaVita position peaked at $64.3K in Q2 2026.
  • 435 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.