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Acorn Financial Advisory Services’s DaVita DVA Stock Holding History

Acorn Financial Advisory Services’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 		$485K Sell
2,182
-10
-0.5% -$1.82K 0.06% 135
2026
Q1 		$337K Sell
2,192
-38
-2% -$5.15K 0.05% 155
2025
Q4 		$253K Buy
2,230
+212
+11% +$25.8K 0.04% 176
2025
Q3 		$268K Sell
2,018
-283
-12% -$38.9K 0.04% 172
2025
Q2 		$328K Sell
2,301
-74
-3% -$10.5K 0.05% 145
2025
Q1 		$363K Sell
2,375
-528
-18% -$83K 0.07% 127
2024
Q4 		$434K Sell
2,903
-497
-15% -$77.9K 0.07% 129
2024
Q3 		$557K Sell
3,400
-1,029
-23% -$152K 0.1% 98
2024
Q2 		$614K Sell
4,429
-8
-0.2% -$1.1K 0.11% 91
2024
Q1 		$612K Sell
4,437
-467
-10% -$56K 0.12% 92
2023
Q4 		$514K Hold
4,904
– – 0.09% 135
2023
Q3 		$464K Sell
4,904
-291
-6% -$29.7K 0.08% 140
2023
Q2 		$522K Buy
5,195
+13
+0.3% +$1.21K 0.09% 125
2023
Q1 		$420K Buy
5,182
+33
+0.6% +$2.64K 0.08% 145
2022
Q4 		$384K Buy
5,149
+1,164
+29% +$90.4K 0.08% 142
2022
Q3 		$330K Sell
3,985
-253
-6% -$22.2K 0.08% 160
2022
Q2 		$339K Sell
4,238
-1
-0% -$101 0.08% 155
2022
Q1 		$479K Sell
4,239
-67
-2% -$7.52K 0.1% 137
2021
Q4 		$490K Sell
4,306
-168
-4% -$18.1K 0.1% 138
2021
Q3 		$520K Sell
4,474
-621
-12% -$77.8K 0.16% 130
2021
Q2 		$614K Hold
5,095
– – 0.18% 127
2021
Q1 		$549K Buy
5,095
+464
+10% +$51.6K 0.2% 117
2020
Q4 		$544K Sell
4,631
-100
-2% -$10.2K 0.21% 121
2020
Q3 		$405K Buy
4,731
+217
+5% +$18.5K 0.21% 123
2020
Q2 		$357K Sell
4,514
-1,843
-29% -$144K 0.25% 126
2020
Q1 		$484K Sell
6,357
-247
-4% -$19.4K 0.48% 74
2019
Q4 		$495K Buy
+6,604
New +$438K 0.42% 80

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's DVA Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its DaVita (DVA) stake by 0.46% in Q2 2026, selling an estimated $1.82K and leaving 2,182 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #135.

Acorn Financial Advisory Services first reported a position in DVA in Q4 2019 and has held it in 27 quarters since. The position peaked at $614K in Q2 2021. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Acorn Financial Advisory Services held 2,182 shares of DaVita worth $485K as of Q2 2026.
  • Acorn Financial Advisory Services sold 10 DaVita shares in Q2 2026, an estimated $1.82K.
  • DaVita made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #135 holding.
  • Acorn Financial Advisory Services first reported a position in DaVita in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's DaVita position peaked at $614K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.