Position in DVA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$231,917
-$5,942,863 QoQ
Shares Held
1,509
-96.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 99.53611663353215.ToString("F0")%
Shared 0.46388336646785955.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Moran Wealth Management, LLC holds $19,557,695 across 6 Medical Care Facilities names. DVA ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHS |
Universal Health Services Inc
|
46,776 | $8,371,499 | |
| 2 | FMS |
Fresenius Medical Care AG
|
347,773 | $7,845,758 | |
| 3 | ADUS |
Addus HomeCare Corp
|
19,938 | $1,867,193 | |
| 4 | LFST |
LifeStance Health Group, Inc.
|
149,651 | $953,276 | |
| 5 | CON |
Concentra Group Holdings Parent, Inc.
|
13,429 | $288,052 | |
| 6 | DVA |
Davita Inc.
This page
|
1,509 | $231,917 |
All Filings in DVA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,917 | 1,509 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $6,174,780 | 43,347 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $17,928,695 | 117,204 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,498,655 | 110,322 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,945,004 | 54,566 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $210,764 | 1,521 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||