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Applied Finance Capital Management’s DaVita DVA Stock Holding History

Applied Finance Capital 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 		$314K Sell
1,412
-305
-18% -$55.4K 0.02% 177
2026
Q1 		$264K Buy
+1,717
New +$233K 0.02% 199
2025
Q4 		– Sell
-1,616
Closed -$215K – 250
2025
Q3 		$215K Sell
1,616
-337
-17% -$46.3K 0.02% 268
2025
Q2 		$278K Sell
1,953
-670
-26% -$94.9K 0.02% 263
2025
Q1 		$401K Sell
2,623
-54
-2% -$8.48K 0.03% 214
2024
Q4 		$400K Hold
2,677
– – 0.02% 223
2024
Q3 		$439K Sell
2,677
-91
-3% -$13.4K 0.02% 214
2024
Q2 		$384K Buy
+2,768
New +$381K 0.02% 229

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

Applied Finance Capital Management's DVA Position: Q2 2026 in Review

Applied Finance Capital Management reduced its DaVita (DVA) stake by 18% in Q2 2026, selling an estimated $55.4K and leaving 1,412 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #177.

Applied Finance Capital Management first reported a position in DVA in Q2 2024 and has held it in 8 quarters since. The position peaked at $439K in Q3 2024. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Applied Finance Capital Management held 1,412 shares of DaVita worth $314K as of Q2 2026.
  • Applied Finance Capital Management sold 305 DaVita shares in Q2 2026, an estimated $55.4K.
  • DaVita made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #177 holding.
  • Applied Finance Capital Management first reported a position in DaVita in Q2 2024 and has held it in 8 quarters since.
  • Applied Finance Capital Management's DaVita position peaked at $439K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.