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Alta Wealth Advisors’s DaVita DVA Stock Holding History

Alta Wealth Advisors’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 		$498K Buy
+2,238
New +$407K 0.14% 112

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

Alta Wealth Advisors's DVA Position: Q2 2026 in Review

Alta Wealth Advisors opened a new position in DaVita (DVA) in Q2 2026: 2,238 shares worth $498K. The stake represents 0.14% of the portfolio and ranks #112 among its holdings.

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

  • Alta Wealth Advisors held 2,238 shares of DaVita worth $498K as of Q2 2026.
  • DaVita was a new Alta Wealth Advisors position in Q2 2026.
  • DaVita made up 0.14% of Alta Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.