Position in DVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$294,118
New position
Shares Held
1,322
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names. DVA ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
111,026 | $43,287,927 | |
| 2 | THC |
Tenet Healthcare Corp
|
2,661 | $497,819 | |
| 3 | UHS |
Universal Health Services Inc
|
2,337 | $347,488 | |
| 4 | CHE |
Chemed Corp
|
644 | $299,936 | |
| 5 | DVA |
Davita Inc.
This page
|
1,322 | $294,118 | |
| 6 | OPCH |
Option Care Health, Inc.
|
10,833 | $227,168 |
All Filings in DVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,118 | 1,322 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||