Position in DVA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$28,740
+$19,424 QoQ
Shares Held
187
+128.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026Root Financial Partners, LLC holds $548,889 across 29 Medical Care Facilities names. DVA ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
441 | $208,698 | |
| 2 | THC |
Tenet Healthcare Corp
|
658 | $124,171 | |
| 3 | ENSG |
Ensign Group, Inc
|
248 | $49,972 | |
| 4 | UHS |
Universal Health Services Inc
|
218 | $39,015 | |
| 5 | EHC |
Encompass Health Corp
|
319 | $30,856 | |
| 6 | DVA |
Davita Inc.
This page
|
187 | $28,740 | |
| 7 | OPCH |
Option Care Health, Inc.
|
522 | $14,052 | |
| 8 | CHE |
Chemed Corp
|
23 | $8,688 |
All Filings in DVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,740 | 187 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $9,316 | 82 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,678 | 118 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||