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Arax Advisory Partners’s DaVita DVA Stock Holding History

Arax Advisory Partners’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 		$393K Buy
1,767
+1,663
+1,599% +$302K ﹤0.01% 1803
2026
Q1 		$16.3K Sell
104
-224
-68% -$30.4K ﹤0.01% 2206
2025
Q4 		$37.3K Sell
328
-75
-19% -$9.12K ﹤0.01% 1769
2025
Q3 		$53.7K Buy
403
+116
+40% +$15.9K ﹤0.01% 1802
2025
Q2 		$40.9K Buy
287
+48
+20% +$6.8K ﹤0.01% 1334
2025
Q1 		$36.6K Buy
239
+210
+724% +$33K ﹤0.01% 1068
2024
Q4 		$4.34K Buy
29
+3
+12% +$470 ﹤0.01% 1791
2024
Q3 		$4.26K Buy
26
+18
+225% +$2.66K ﹤0.01% 1785
2024
Q2 		$1.11K Buy
+8
New +$1.1K ﹤0.01% 2138
2021
Q3 		– Sell
-860
Closed -$104K – 1013
2021
Q2 		$104K Buy
+860
New +$102K 0.01% 327
2020
Q4 		$101K Hold
860
– – 0.01% 297
2020
Q3 		$74K Sell
860
-10
-1% -$854 0.01% 311
2020
Q2 		$69K Sell
870
-352
-29% -$27.5K 0.01% 308
2020
Q1 		$93K Buy
1,222
+22
+2% +$1.73K 0.02% 240
2019
Q4 		$90K Hold
1,200
– – 0.03% 260
2019
Q3 		$68K Hold
1,200
– – 0.02% 286
2019
Q2 		$68K Buy
+1,200
New +$62.2K 0.02% 282
2018
Q4 		$62K Buy
1,200
+126
+12% +$8.07K 0.02% 246
2018
Q3 		$77K Sell
1,074
-237
-18% -$16.8K 0.03% 236
2018
Q2 		$91K Buy
1,311
+232
+22% +$15.5K 0.04% 169
2018
Q1 		$71K Sell
1,079
-1,440
-57% -$106K 0.04% 168
2017
Q4 		$181K Hold
2,519
– – 0.08% 108
2017
Q3 		$149K Sell
2,519
-26
-1% -$1.56K 0.07% 115
2017
Q2 		$166K Buy
2,545
+579
+29% +$38.3K 0.08% 107
2017
Q1 		$133K Buy
1,966
+122
+7% +$8.08K 0.06% 109
2016
Q4 		$118K Buy
+1,844
New +$115K 0.06% 105

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

Arax Advisory Partners's DVA Position: Q2 2026 in Review

Arax Advisory Partners increased its DaVita (DVA) stake by 1,599% in Q2 2026, buying an estimated $302K and bringing the position to 1,767 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Arax Advisory Partners first reported a position in DVA in Q4 2016 and has held it in 26 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Arax Advisory Partners held 1,767 shares of DaVita worth $393K as of Q2 2026.
  • Arax Advisory Partners bought 1,663 DaVita shares in Q2 2026, an estimated $302K.
  • DaVita made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1803 holding.
  • Arax Advisory Partners first reported a position in DaVita in Q4 2016 and has held it in 26 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.