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Apollon Wealth Management’s DaVita DVA Stock Holding History

Apollon Wealth Management’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 		$217K Buy
+1,412
New +$192K ﹤0.01% 1277
2020
Q3 		– Sell
-117
Closed -$9K – 293
2020
Q2 		$9K Buy
+117
New +$9.13K 0.01% 507

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

Apollon Wealth Management's DVA Position: Q1 2026 in Review

Apollon Wealth Management opened a new position in DaVita (DVA) in Q1 2026: 1,412 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in DVA as recently as Q2 2020.

Apollon Wealth Management first reported a position in DVA in Q2 2020 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Apollon Wealth Management held 1,412 shares of DaVita worth $217K as of Q1 2026.
  • DaVita was a new Apollon Wealth Management position in Q1 2026.
  • DaVita made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1277 holding.
  • Apollon Wealth Management first reported a position in DaVita in Q2 2020 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.