Position in DVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,072,448
+$447,593 QoQ
Shares Held
6,978
+26.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,594,496 across 11 Medical Care Facilities names. DVA ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
5,405 | $2,557,862 | |
| 2 | DVA |
Davita Inc.
This page
|
6,978 | $1,072,448 | |
| 3 | THC |
Tenet Healthcare Corp
|
4,156 | $784,278 | |
| 4 | EHC |
Encompass Health Corp
|
3,967 | $383,727 | |
| 5 | NUTX |
Nutex Health Inc.
|
3,586 | $340,813 | |
| 6 | ACHC |
Acadia Healthcare Company, Inc.
|
14,394 | $336,675 | |
| 7 | UHS |
Universal Health Services Inc
|
1,813 | $324,472 | |
| 8 | CON |
Concentra Group Holdings Parent, Inc.
|
11,713 | $251,243 |
All Filings in DVA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,072,448 | 6,978 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $624,855 | 5,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $308,258 | 2,320 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $894,016 | 6,276 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $355,961 | 2,327 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $361,312 | 2,416 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $385,891 | 2,354 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $323,838 | 2,337 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $672,717 | 4,873 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $518,666 | 4,951 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $896,900 | 9,488 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,114,714 | 11,095 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $936,090 | 11,541 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $666,877 | 8,931 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,239,480 | 14,975 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,242,238 | 28,042 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,956,808 | 26,141 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,386,343 | 20,977 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $339,362 | 2,919 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $288,791 | 2,398 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $260,049 | 2,413 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $286,690 | 2,442 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $216,951 | 2,533 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||