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Abacus Wealth Partners’s DaVita DVA Stock Holding History

Abacus Wealth Partners’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 		$275K Buy
+1,238
New +$225K 0.03% 252

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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

Abacus Wealth Partners's DVA Position: Q2 2026 in Review

Abacus Wealth Partners opened a new position in DaVita (DVA) in Q2 2026: 1,238 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings.

630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Abacus Wealth Partners held 1,238 shares of DaVita worth $275K as of Q2 2026.
  • DaVita was a new Abacus Wealth Partners position in Q2 2026.
  • DaVita made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #252 holding.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.