Abound Wealth Management’s DaVita DVA Stock Holding History

Abound Wealth Management’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	–	Sell	-16	Closed	-$2.46K	–	1430
2026 Q1	$2.46K	Hold	16	–	–	﹤0.01%	876
2025 Q4	$1.82K	Hold	16	–	–	﹤0.01%	859
2025 Q3	$2.13K	Hold	16	–	–	﹤0.01%	804
2025 Q2	$2.28K	Hold	16	–	–	﹤0.01%	727
2025 Q1	$2.45K	Sell	16 -7	-30%	-$1.1K	﹤0.01%	671
2024 Q4	$3.44K	Sell	23 -5	-18%	-$784	﹤0.01%	606
2024 Q3	$4.59K	Hold	28	–	–	﹤0.01%	558
2024 Q2	$3.88K	Sell	28 -7	-20%	-$965	﹤0.01%	546
2024 Q1	$4.83K	Sell	35 -2	-5%	-$240	﹤0.01%	532
2023 Q4	$3.88K	Hold	37	–	–	﹤0.01%	564
2023 Q3	$3.5K	Hold	37	–	–	﹤0.01%	542
2023 Q2	$3.72K	Buy	37 +7	+23%	+$649	﹤0.01%	552
2023 Q1	$2.43K	Hold	30	–	–	﹤0.01%	561
2022 Q4	$2.24K	Buy	30 +26	+650%	+$2.02K	﹤0.01%	527
2022 Q3	$332	Buy	+4	New	+$351	﹤0.01%	682

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Abound Wealth Management's DVA Position: Q2 2026 in Review

Abound Wealth Management sold out of DaVita (DVA) in Q2 2026, closing a stake of 16 shares — an estimated $2.46K sold.

Abound Wealth Management first reported a position in DVA in Q3 2022 and held it in 15 quarters. The position peaked at $4.83K in Q1 2024. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Abound Wealth Management reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 16 DaVita shares in Q2 2026, an estimated $2.46K.
Abound Wealth Management first reported a position in DaVita in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's DaVita position peaked at $4.83K in Q1 2024.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.