COLDSTREAM CAPITAL MANAGEMENT INC

Position in DVA — Davita Inc.

CIK 1082339 BELLEVUE, WA

Position in DVA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$395,124

+$133,237 QoQ

Shares Held

1,776

+4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#356

of 624 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Healthcare · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $6,181,894 across 8 Medical Care Facilities names. DVA ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EHC	Encompass Health Corp	20,494	$2,071,533
2	HCA	HCA Healthcare, Inc.	4,269	$1,664,440
3	THC	Tenet Healthcare Corp	3,702	$692,570
4	CHE	Chemed Corp	982	$457,356
5	DVA	Davita Inc. This page	1,776	$395,124
6	UHS	Universal Health Services Inc	2,487	$369,792
7	ENSG	Ensign Group, Inc	1,987	$318,516
8	CON	Concentra Group Holdings Parent, Inc.	7,145	$212,563

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,124	1,776	+4.2%	Shares	Sole	2026-08-14
2026-03-31	$261,887	1,704	-3.2%	Shares	Sole	2026-05-08
2025-12-31	$200,067	1,761	-9.1%	Shares	Sole	2026-02-09
2025-09-30	$257,369	1,937	-0.5%	Shares	Sole	2025-11-19
2025-06-30	$277,207	1,946	-29.2%	Shares	Sole	2025-08-12
2025-03-31	$420,208	2,747	+3.9%	Shares	Sole	2025-05-13
2024-12-31	$395,260	2,643	-4.4%	Shares	Sole	2025-02-14
2024-09-30	$453,102	2,764	+0.3%	Shares	Sole	2024-11-18
2024-06-30	$382,037	2,757	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$375,496	2,720	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$280,337	2,676	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.