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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
Q2 		$431K Buy
1,938
+526
+37% +$95.6K 0.01% 1089
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 $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 $3.38T AUM 44.17% 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

Apollon Wealth Management's DVA Position: Q2 2026 in Review

Apollon Wealth Management increased its DaVita (DVA) stake by 37% in Q2 2026, buying an estimated $95.6K and bringing the position to 1,938 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1089.

Apollon Wealth Management first reported a position in DVA in Q2 2020 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Apollon Wealth Management held 1,938 shares of DaVita worth $431K as of Q2 2026.
  • Apollon Wealth Management bought 526 DaVita shares in Q2 2026, an estimated $95.6K.
  • DaVita made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • Apollon Wealth Management first reported a position in DaVita in Q2 2020 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.