AAP
DVA icon

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
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 $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

Arax Advisory Partners's DVA Position: Q1 2026 in Review

Arax Advisory Partners reduced its DaVita (DVA) stake by 68% in Q1 2026, selling an estimated $30.4K and leaving 104 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Arax Advisory Partners first reported a position in DVA in Q4 2016 and has held it in 25 quarters since. The position peaked at $181K in Q4 2017. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Arax Advisory Partners held 104 shares of DaVita worth $16.3K as of Q1 2026.
  • Arax Advisory Partners sold 224 DaVita shares in Q1 2026, an estimated $30.4K.
  • DaVita made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2206 holding.
  • Arax Advisory Partners first reported a position in DaVita in Q4 2016 and has held it in 25 quarters since.
  • Arax Advisory Partners's DaVita position peaked at $181K in Q4 2017.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.