Position in DVA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$538,401
+$245,622 QoQ
Shares Held
2,420
+27.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 624 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $4,791,293 across 7 Medical Care Facilities names. DVA ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
6,446 | $2,513,230 | |
| 2 | CHE |
Chemed Corp
|
1,163 | $541,655 | |
| 3 | DVA |
Davita Inc.
This page
|
2,420 | $538,401 | |
| 4 | THC |
Tenet Healthcare Corp
|
2,211 | $413,633 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,095 | $335,828 | |
| 6 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 | |
| 7 | EHC |
Encompass Health Corp
|
2,131 | $215,401 |
All Filings in DVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,401 | 2,420 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $292,779 | 1,905 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||