Position in DVA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$620,941
+$217,198 QoQ
Shares Held
2,791
+6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#300
of 625 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $7,339,091 across 13 Medical Care Facilities names. DVA ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
4,593 | $1,790,764 | |
| 2 | UHS |
Universal Health Services Inc
|
7,026 | $1,044,695 | |
| 3 | FMS |
Fresenius Medical Care AG
|
39,527 | $893,705 | |
| 4 | DVA |
Davita Inc.
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|
2,791 | $620,941 | |
| 5 | EHC |
Encompass Health Corp
|
5,961 | $602,537 | |
| 6 | CHE |
Chemed Corp
|
1,209 | $563,079 | |
| 7 | ENSG |
Ensign Group, Inc
|
2,956 | $473,846 | |
| 8 | THC |
Tenet Healthcare Corp
|
2,312 | $432,528 |
All Filings in DVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,941 | 2,791 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||