Crestwood Advisors Group, LLC

Position in DVA — Davita Inc.

CIK 1426853 BOSTON, MA

Position in DVA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$325,933

+$122,141 QoQ

Shares Held

1,465

+10.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#392

of 624 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $1,813,807 across 5 Medical Care Facilities names. DVA ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THC	Tenet Healthcare Corp	2,702	$505,490
2	HCA	HCA Healthcare, Inc.	1,128	$439,795
3	DVA	Davita Inc. This page	1,465	$325,933
4	UHS	Universal Health Services Inc	1,994	$296,486
5	ACHC	Acadia Healthcare Company, Inc.	8,334	$246,103

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,933	1,465	+10.5%	Shares	Sole	2026-08-03
2026-03-31	$203,792	1,326	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.