Position in DVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,354,235
+$526,307 QoQ
Shares Held
6,087
+13.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#226
of 625 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $29,408,562 across 12 Medical Care Facilities names. DVA ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
13,254 | $5,167,602 | |
| 2 | MD |
Pediatrix Medical Group, Inc.
|
189,431 | $4,798,287 | |
| 3 | HCSG |
Healthcare Services Group Inc
|
176,149 | $4,326,219 | |
| 4 | THC |
Tenet Healthcare Corp
|
17,361 | $3,247,895 | |
| 5 | FMS |
Fresenius Medical Care AG
|
128,403 | $2,903,191 | |
| 6 | INNV |
InnovAge Holding Corp.
|
243,633 | $2,887,051 | |
| 7 | NHC |
National Healthcare Corp
|
13,469 | $2,846,807 | |
| 8 | DVA |
Davita Inc.
This page
|
6,087 | $1,354,235 |
All Filings in DVA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,235 | 6,087 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $827,928 | 5,387 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $561,687 | 4,944 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $764,932 | 5,757 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $857,833 | 6,022 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,023,216 | 6,689 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,012,603 | 6,771 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,235,540 | 7,537 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,355,630 | 9,783 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,299,326 | 9,412 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $804,033 | 7,675 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $671,257 | 7,101 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $420,868 | 4,189 | Shares | Sole | 2023-07-17 | |
| 2022-09-30 | $331,990 | 4,011 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $395,642 | 4,948 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $682,392 | 6,033 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $682,332 | 5,998 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $840,443 | 7,229 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $883,956 | 7,340 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $825,194 | 7,657 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $947,183 | 8,068 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $677,148 | 7,906 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $439,306 | 5,551 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $223,312 | 2,936 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||