Position in DVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,779
+$1,626 QoQ
Shares Held
8
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 624 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $30,714 across 11 Medical Care Facilities names. DVA ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDA |
Sonida Senior Living, Inc.
|
338 | $13,790 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
21 | $8,187 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
83 | $2,450 | |
| 4 | DVA |
Davita Inc.
This page
|
8 | $1,779 | |
| 5 | EHC |
Encompass Health Corp
|
14 | $1,415 | |
| 6 | OPCH |
Option Care Health, Inc.
|
48 | $1,006 | |
| 7 | UHS |
Universal Health Services Inc
|
5 | $743 | |
| 8 | CYH |
Community Health Systems Inc
|
175 | $584 |
All Filings in DVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779 | 8 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $153 | 1 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||