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 Q2	–	Sell	-142	Closed	-$21.8K	–	581
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's DVA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of DaVita (DVA) in Q2 2026, closing a stake of 142 shares — an estimated $21.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DVA in Q3 2023 and held it in 11 quarters. The position peaked at $21.8K in Q1 2026. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 142 DaVita shares in Q2 2026, an estimated $21.8K.
Annis Gardner Whiting Capital Advisors first reported a position in DaVita in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's DaVita position peaked at $21.8K in Q1 2026.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.