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MISSION WEALTH MANAGEMENT, LP

Position in DVA — Davita Inc.

CIK 1645382 Santa Barbara, CA

Position in DVA

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,249,892
+$236,614 QoQ
Shares Held
5,618
-14.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#230
of 625 holders
Holding Since
Jun 2024
9 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, 2026

MISSION WEALTH MANAGEMENT, LP holds $2,653,204 across 3 Medical Care Facilities names. DVA ranks #1 (47.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DVA
Davita Inc.
This page
5,618 $1,249,892

All Filings in DVA

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,249,892 5,618
2026-03-31 $1,013,278 6,593
2025-12-31 $748,349 6,587
2025-09-30 $875,081 6,586
2025-06-30 $938,460 6,588
2025-03-31 $1,007,613 6,587
2024-12-31 $985,085 6,587
2024-09-30 $1,079,315 6,584
2024-06-30 $1,556,141 11,230