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1620 Investment Advisors’s DaVita DVA Stock Holding History

1620 Investment Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.34K Hold
33
– – ﹤0.01% 524
2026
Q1 		$5.07K Hold
33
– – ﹤0.01% 529
2025
Q4 		$3.75K Hold
33
– – ﹤0.01% 541
2025
Q3 		$4.38K Hold
33
– – ﹤0.01% 529
2025
Q2 		$4.7K Hold
33
– – ﹤0.01% 531
2025
Q1 		$5.05K Sell
33
-5
-13% -$786 ﹤0.01% 511
2024
Q4 		$5.68K Hold
38
– – ﹤0.01% 517
2024
Q3 		$6.23K Buy
+38
New +$5.61K ﹤0.01% 508

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

1620 Investment Advisors's DVA Position: Q2 2026 in Review

1620 Investment Advisors held its DaVita (DVA) position steady in Q2 2026 at 33 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

1620 Investment Advisors first reported a position in DVA in Q3 2024 and has held it in 8 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • 1620 Investment Advisors held 33 shares of DaVita worth $7.34K as of Q2 2026.
  • 1620 Investment Advisors left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #524 holding.
  • 1620 Investment Advisors first reported a position in DaVita in Q3 2024 and has held it in 8 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.