Position in DVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$165,370
+$104,930 QoQ
Shares Held
1,076
+102.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $4,916,571 across 40 Medical Care Facilities names. DVA ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
13,078 | $2,467,949 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,433 | $678,152 | |
| 3 | UHS |
Universal Health Services Inc
|
2,264 | $405,188 | |
| 4 | MD |
Pediatrix Medical Group, Inc.
|
11,068 | $236,744 | |
| 5 | CHE |
Chemed Corp
|
473 | $178,671 | |
| 6 | DVA |
Davita Inc.
This page
|
1,076 | $165,370 | |
| 7 | LFST |
LifeStance Health Group, Inc.
|
24,643 | $156,975 | |
| 8 | ENSG |
Ensign Group, Inc
|
541 | $109,011 |
All Filings in DVA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,370 | 1,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,440 | 532 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $74,938 | 564 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $19,515 | 137 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $18,968 | 124 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,992 | 127 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,393 | 39 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,284 | 67 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,074 | 44 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,609 | 44 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,711 | 71 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,535 | 75 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,083 | 75 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,584 | 48 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,890 | 47 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,878 | 36 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,632 | 94 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,124 | 89 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||