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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
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 $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

Atria Investments's DVA Position: Q1 2026 in Review

Atria Investments reduced its DaVita (DVA) stake by 14% in Q1 2026, selling an estimated $53.2K and leaving 2,339 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Atria Investments first reported a position in DVA in Q2 2013 and has held it in 21 quarters since. The position peaked at $522K in Q1 2020. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Atria Investments held 2,339 shares of DaVita worth $359K as of Q1 2026.
  • Atria Investments sold 392 DaVita shares in Q1 2026, an estimated $53.2K.
  • DaVita made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1640 holding.
  • Atria Investments first reported a position in DaVita in Q2 2013 and has held it in 21 quarters since.
  • Atria Investments's DaVita position peaked at $522K in Q1 2020.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.