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Atlas Capital Advisors’s DaVita DVA Stock Holding History

Atlas Capital Advisors’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 		$731K Buy
3,287
+2,266
+222% +$412K 0.08% 218
2026
Q1 		$157K Sell
1,021
-200
-16% -$27.1K 0.02% 460
2025
Q4 		$139K Buy
+1,221
New +$148K 0.02% 478
2025
Q2 		$358K Sell
2,515
-3,184
-56% -$451K 0.04% 305
2025
Q1 		$872K Sell
5,699
-65
-1% -$10.2K 0.11% 162
2024
Q4 		$862K Sell
5,764
-372
-6% -$58.3K 0.11% 162
2024
Q3 		$1.01M Buy
6,136
+775
+14% +$115K 0.15% 123
2024
Q2 		$743K Sell
5,361
-893
-14% -$123K 0.1% 165
2024
Q1 		$863K Buy
6,254
+3,615
+137% +$434K 0.13% 140
2023
Q4 		$276K Buy
2,639
+281
+12% +$26K 0.04% 313
2023
Q3 		$223K Buy
2,358
+723
+44% +$73.7K 0.04% 332
2023
Q2 		$164K Buy
1,635
+1,449
+779% +$134K 0.02% 396
2023
Q1 		$15.1K Hold
186
– – ﹤0.01% 711
2022
Q4 		$13.9K Hold
186
– – ﹤0.01% 698
2022
Q3 		$15.4K Hold
186
– – ﹤0.01% 676
2022
Q2 		$14.9K Sell
186
-621
-77% -$62.9K ﹤0.01% 716
2022
Q1 		$91.3K Hold
807
– – 0.01% 482
2021
Q4 		$91.8K Sell
807
-786
-49% -$84.5K 0.01% 465
2021
Q3 		$185K Hold
1,593
– – 0.03% 353
2021
Q2 		$192K Hold
1,593
– – 0.03% 363
2021
Q1 		$172K Hold
1,593
– – 0.03% 345
2020
Q4 		$187K Buy
+1,593
New +$162K 0.04% 313
2020
Q3 		– Sell
-1,593
Closed -$126K – 378
2020
Q2 		$126K Hold
1,593
– – 0.03% 370
2020
Q1 		$121K Buy
+1,593
New +$125K 0.04% 344
2018
Q4 		– Sell
-2,592
Closed -$188K – 570
2018
Q3 		$188K Buy
2,592
+1,847
+248% +$131K 0.06% 297
2018
Q2 		$53.1K Hold
745
– – 0.02% 395
2018
Q1 		$49.1K Buy
+745
New +$54.7K 0.02% 414

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

Atlas Capital Advisors's DVA Position: Q2 2026 in Review

Atlas Capital Advisors increased its DaVita (DVA) stake by 222% in Q2 2026, buying an estimated $412K and bringing the position to 3,287 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #218.

Atlas Capital Advisors first reported a position in DVA in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.01M in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Atlas Capital Advisors held 3,287 shares of DaVita worth $731K as of Q2 2026.
  • Atlas Capital Advisors bought 2,266 DaVita shares in Q2 2026, an estimated $412K.
  • DaVita made up 0.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #218 holding.
  • Atlas Capital Advisors first reported a position in DaVita in Q1 2018 and has held it in 27 quarters since.
  • Atlas Capital Advisors's DaVita position peaked at $1.01M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.