Position in DVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$436,950
-$25,503 QoQ
Shares Held
1,964
-34.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 624 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $3,853,095 across 24 Medical Care Facilities names. DVA ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
2,597 | $1,012,544 | |
| 2 | FMS |
Fresenius Medical Care AG
|
20,853 | $471,486 | |
| 3 | ASTH |
Astrana Health, Inc.
|
9,896 | $459,273 | |
| 4 | DVA |
Davita Inc.
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|
1,964 | $436,950 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,942 | $363,309 | |
| 6 | UHS |
Universal Health Services Inc
|
2,334 | $347,042 | |
| 7 | EHC |
Encompass Health Corp
|
2,825 | $285,551 | |
| 8 | CHE |
Chemed Corp
|
460 | $214,240 |
All Filings in DVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,950 | 1,964 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $462,453 | 3,009 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $755,506 | 6,650 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $833,493 | 6,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $390,313 | 2,740 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $631,766 | 4,130 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $617,641 | 4,130 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $686,866 | 4,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $594,465 | 4,290 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $592,234 | 4,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $449,420 | 4,290 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $414,986 | 4,390 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $420,969 | 4,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $323,628 | 3,990 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,933 | 3,990 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $351,938 | 4,252 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $339,989 | 4,252 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $451,308 | 3,990 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $613,166 | 5,390 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $628,966 | 5,410 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $649,117 | 5,390 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $661,707 | 6,140 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $632,786 | 5,390 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $461,653 | 5,390 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $426,564 | 5,390 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $409,963 | 5,390 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||