Position in DVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,681
+$5,304 QoQ
Shares Held
57
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 625 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, 2026Prestige Wealth Management Group LLC holds $438,086 across 7 Medical Care Facilities names. DVA ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
947 | $369,225 | |
| 2 | THC |
Tenet Healthcare Corp
|
202 | $37,790 | |
| 3 | DVA |
Davita Inc.
This page
|
57 | $12,681 | |
| 4 | UHS |
Universal Health Services Inc
|
51 | $7,583 | |
| 5 | SRTA |
Strata Critical Medical, Inc.
|
1,225 | $6,455 | |
| 6 | EHC |
Encompass Health Corp
|
42 | $4,245 | |
| 7 | AGL |
agilon health, inc.
|
1 | $107 |
All Filings in DVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,681 | 57 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,377 | 48 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,453 | 48 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,377 | 48 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $6,837 | 48 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $7,342 | 48 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $7,178 | 48 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $7,868 | 48 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $6,651 | 48 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $6,626 | 48 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $5,028 | 48 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $4,537 | 48 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $4,822 | 48 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $3,893 | 48 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $3,584 | 48 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $3,972 | 48 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $3,838 | 48 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $5,429 | 48 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $5,460 | 48 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $5,580 | 48 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $5,780 | 48 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,172 | 48 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,987 | 51 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $4,111 | 48 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,798 | 48 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,650 | 48 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||