Position in DVA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$403,743
+$27,354 QoQ
Shares Held
2,627
-20.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Sequoia Financial Advisors, LLC holds $6,459,251 across 9 Medical Care Facilities names. DVA ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
6,100 | $2,886,764 | |
| 2 | UHS |
Universal Health Services Inc
|
3,826 | $684,739 | |
| 3 | ENSG |
Ensign Group, Inc
|
3,032 | $610,948 | |
| 4 | EHC |
Encompass Health Corp
|
5,736 | $554,843 | |
| 5 | FMS |
Fresenius Medical Care AG
|
20,275 | $457,404 | |
| 6 | DVA |
Davita Inc.
This page
|
2,627 | $403,743 | |
| 7 | ACHC |
Acadia Healthcare Company, Inc.
|
14,742 | $344,815 | |
| 8 | THC |
Tenet Healthcare Corp
|
1,496 | $282,310 |
All Filings in DVA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,743 | 2,627 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $376,389 | 3,313 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $271,586 | 2,044 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $287,464 | 2,018 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $286,818 | 1,875 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $283,696 | 1,897 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $292,942 | 1,787 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $243,190 | 1,755 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $240,345 | 1,741 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $307,680 | 2,937 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||