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Atria Investments’s DaVita DVA Stock Holding History

Atria Investments’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 		$918K Buy
4,128
+1,789
+76% +$325K 0.01% 1164
2026
Q1 		$359K Sell
2,339
-392
-14% -$53.2K ﹤0.01% 1640
2025
Q4 		$310K Buy
2,731
+671
+33% +$81.6K ﹤0.01% 1722
2025
Q3 		$274K Buy
+2,060
New +$283K ﹤0.01% 1770
2024
Q4 		– Sell
-2,897
Closed -$475K – 1885
2024
Q3 		$475K Buy
2,897
+317
+12% +$46.8K 0.01% 1351
2024
Q2 		$358K Buy
+2,580
New +$356K ﹤0.01% 1484
2020
Q2 		– Sell
-6,859
Closed -$522K – 592
2020
Q1 		$522K Buy
6,859
+501
+8% +$39.4K 0.04% 344
2019
Q4 		$477K Buy
+6,358
New +$422K 0.01% 802
2019
Q2 		– Sell
-3,725
Closed -$202K – 995
2019
Q1 		$202K Buy
+3,725
New +$206K 0.01% 868
2018
Q4 		– Sell
-2,843
Closed -$204K – 910
2018
Q3 		$204K Sell
2,843
-663
-19% -$46.9K 0.01% 934
2018
Q2 		$243K Buy
+3,506
New +$234K 0.01% 814
2017
Q1 		– Sell
-4,871
Closed -$313K – 683
2016
Q4 		$313K Buy
4,871
+981
+25% +$61.1K 0.02% 456
2016
Q3 		$257K Sell
3,890
-673
-15% -$47.4K 0.02% 443
2016
Q2 		$352K Buy
+4,563
New +$345K 0.04% 337
2015
Q2 		– Sell
-2,886
Closed -$235K – 406
2015
Q1 		$235K Sell
2,886
-117
-4% -$8.98K 0.03% 364
2014
Q4 		$227K Sell
3,003
-519
-15% -$39.1K 0.02% 384
2014
Q3 		$258K Sell
3,522
-604
-15% -$44.2K 0.03% 401
2014
Q2 		$298K Buy
4,126
+25
+0.6% +$1.74K 0.03% 339
2014
Q1 		$282K Buy
4,101
+120
+3% +$7.97K 0.03% 371
2013
Q4 		$252K Buy
3,981
+306
+8% +$18K 0.03% 405
2013
Q3 		$209K Buy
3,675
+109
+3% +$6.25K 0.02% 426
2013
Q2 		$215K Buy
+3,566
New +$223K 0.03% 374

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

Atria Investments's DVA Position: Q2 2026 in Review

Atria Investments increased its DaVita (DVA) stake by 76% in Q2 2026, buying an estimated $325K and bringing the position to 4,128 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #1164.

Atria Investments first reported a position in DVA in Q2 2013 and has held it in 22 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Atria Investments held 4,128 shares of DaVita worth $918K as of Q2 2026.
  • Atria Investments bought 1,789 DaVita shares in Q2 2026, an estimated $325K.
  • DaVita made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1164 holding.
  • Atria Investments first reported a position in DaVita in Q2 2013 and has held it in 22 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.