Position in DVA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,393,884
+$1,286,087 QoQ
Shares Held
10,760
+49.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 114 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $48,694,450 across 28 Medical Care Facilities names. DVA ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
30,926 | $12,057,738 | |
| 2 | AGL |
agilon health, inc.
|
108,160 | $11,592,588 | |
| 3 | CHE |
Chemed Corp
|
11,499 | $5,355,544 | |
| 4 | THC |
Tenet Healthcare Corp
|
24,746 | $4,629,481 | |
| 5 | DVA |
Davita Inc.
This page
|
10,760 | $2,393,884 | |
| 6 | ENSG |
Ensign Group, Inc
|
12,857 | $2,060,977 | |
| 7 | UHS |
Universal Health Services Inc
|
12,510 | $1,860,111 | |
| 8 | EHC |
Encompass Health Corp
|
13,649 | $1,379,640 |
All Filings in DVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,393,884 | 10,760 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,107,797 | 7,208 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $872,411 | 7,679 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $597,782 | 4,499 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $612,819 | 4,302 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $665,572 | 4,351 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $531,052 | 3,551 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $570,804 | 3,482 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $445,225 | 3,213 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $435,685 | 3,156 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $547,371 | 5,225 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $266,385 | 2,818 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||