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Annis Gardner Whiting Capital Advisors’s DaVita DVA Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$21.8K Buy
142
+22
+18% +$2.98K ﹤0.01% 708
2025
Q4 		$13.6K Buy
120
+38
+46% +$4.62K ﹤0.01% 716
2025
Q3 		$10.9K Sell
82
-3
-4% -$412 ﹤0.01% 697
2025
Q2 		$12.1K Hold
85
– – ﹤0.01% 668
2025
Q1 		$13K Hold
85
– – 0.01% 510
2024
Q4 		$12.7K Hold
85
– – ﹤0.01% 502
2024
Q3 		$13.9K Sell
85
-3
-3% -$443 ﹤0.01% 507
2024
Q2 		$12.2K Buy
88
+3
+4% +$413 ﹤0.01% 656
2024
Q1 		$11.7K Buy
85
+3
+4% +$360 ﹤0.01% 649
2023
Q4 		$8.59K Hold
82
– – ﹤0.01% 492
2023
Q3 		$7.75K Buy
+82
New +$8.36K ﹤0.01% 487

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's DVA Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its DaVita (DVA) stake by 18% in Q1 2026, buying an estimated $2.98K and bringing the position to 142 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Annis Gardner Whiting Capital Advisors first reported a position in DVA in Q3 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 142 shares of DaVita worth $21.8K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 22 DaVita shares in Q1 2026, an estimated $2.98K.
  • DaVita made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #708 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in DaVita in Q3 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.