AF
DVA icon

Allworth Financial’s DaVita DVA Stock Holding History

Allworth 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 		$357K Buy
1,603
+527
+49% +$95.8K ﹤0.01% 1163
2026
Q1 		$165K Buy
1,076
+544
+102% +$73.8K ﹤0.01% 1514
2025
Q4 		$60.4K Sell
532
-32
-6% -$3.89K ﹤0.01% 2074
2025
Q3 		$75K Buy
564
+427
+312% +$58.6K ﹤0.01% 1848
2025
Q2 		$19.5K Buy
137
+13
+10% +$1.84K ﹤0.01% 2541
2025
Q1 		$17.3K Sell
124
-3
-2% -$471 ﹤0.01% 2165
2024
Q4 		$21.4K Buy
127
+88
+226% +$13.8K ﹤0.01% 2046
2024
Q3 		$6.39K Sell
39
-28
-42% -$4.14K ﹤0.01% 2460
2024
Q2 		$9.24K Buy
67
+23
+52% +$3.17K ﹤0.01% 2252
2024
Q1 		$6.08K Hold
44
– – ﹤0.01% 2330
2023
Q4 		$4.61K Sell
44
-27
-38% -$2.5K ﹤0.01% 2303
2023
Q3 		$6.71K Sell
71
-4
-5% -$408 ﹤0.01% 1990
2023
Q2 		$7.54K Hold
75
– – ﹤0.01% 1945
2023
Q1 		$6.08K Buy
75
+27
+56% +$2.16K ﹤0.01% 1963
2022
Q4 		$3.58K Buy
48
+1
+2% +$78 ﹤0.01% 2027
2022
Q3 		$4K Buy
47
+11
+31% +$965 ﹤0.01% 1930
2022
Q2 		$3K Sell
36
-58
-62% -$5.87K ﹤0.01% 1881
2022
Q1 		$11K Buy
94
+5
+6% +$561 ﹤0.01% 1461
2021
Q4 		$10K Buy
+89
New +$9.57K ﹤0.01% 1373
2019
Q2 		– Sell
-24
Closed -$1K – 961
2019
Q1 		$1K Buy
+24
New +$1.33K ﹤0.01% 883
2018
Q3 		– Sell
-8
Closed -$1K – 908
2018
Q2 		$1K Buy
+8
New +$535 ﹤0.01% 874

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

Allworth Financial's DVA Position: Q2 2026 in Review

Allworth Financial increased its DaVita (DVA) stake by 49% in Q2 2026, buying an estimated $95.8K and bringing the position to 1,603 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Allworth Financial first reported a position in DVA in Q2 2018 and has held it in 21 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Allworth Financial held 1,603 shares of DaVita worth $357K as of Q2 2026.
  • Allworth Financial bought 527 DaVita shares in Q2 2026, an estimated $95.8K.
  • DaVita made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1163 holding.
  • Allworth Financial first reported a position in DaVita in Q2 2018 and has held it in 21 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.