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Advisornet Financial’s DaVita DVA Stock Holding History

Advisornet Financial’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 		$11.5K Buy
52
+45
+643% +$8.18K ﹤0.01% 1540
2026
Q1 		$1.08K Buy
7
+4
+133% +$543 ﹤0.01% 1997
2025
Q4 		$341 Buy
3
+1
+50% +$122 ﹤0.01% 2126
2025
Q3 		$266 Sell
2
-2
-50% -$275 ﹤0.01% 2133
2025
Q2 		$570 Buy
+4
New +$567 ﹤0.01% 2038
2025
Q1 		– Sell
-1
Closed -$150 – 2190
2024
Q4 		$150 Buy
+1
New +$157 ﹤0.01% 1900
2024
Q1 		– Sell
-19
Closed -$1.99K – 2172
2023
Q4 		$1.99K Sell
19
-2
-10% -$185 ﹤0.01% 1716
2023
Q3 		$1.99K Sell
21
-1
-5% -$102 ﹤0.01% 1632
2023
Q2 		$2.21K Buy
22
+1
+5% +$93 ﹤0.01% 1690
2023
Q1 		$1.7K Buy
21
+2
+11% +$160 ﹤0.01% 1750
2022
Q4 		$1.42K Buy
+19
New +$1.48K ﹤0.01% 1746
2022
Q2 		– Sell
-5
Closed -$1K – 1933
2022
Q1 		$1K Hold
5
– – ﹤0.01% 1873
2021
Q4 		$1K Buy
+5
New +$537 ﹤0.01% 1911
2018
Q3 		– Sell
-19
Closed -$1K – 1498
2018
Q2 		$1K Buy
+19
New +$1.27K ﹤0.01% 1448

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

Advisornet Financial's DVA Position: Q2 2026 in Review

Advisornet Financial increased its DaVita (DVA) stake by 643% in Q2 2026, buying an estimated $8.18K and bringing the position to 52 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Advisornet Financial first reported a position in DVA in Q2 2018 and has held it in 14 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Advisornet Financial held 52 shares of DaVita worth $11.5K as of Q2 2026.
  • Advisornet Financial bought 45 DaVita shares in Q2 2026, an estimated $8.18K.
  • DaVita made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1540 holding.
  • Advisornet Financial first reported a position in DaVita in Q2 2018 and has held it in 14 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.