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Avalon Capital Management’s DaVita DVA Stock Holding History

Avalon Capital Management’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 		$353K Sell
1,586
-1,222
-44% -$222K 0.08% 87
2026
Q1 		$432K Buy
+2,808
New +$381K 0.12% 80

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

Avalon Capital Management's DVA Position: Q2 2026 in Review

Avalon Capital Management reduced its DaVita (DVA) stake by 44% in Q2 2026, selling an estimated $222K and leaving 1,586 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #87.

Avalon Capital Management first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. The position peaked at $432K in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Avalon Capital Management held 1,586 shares of DaVita worth $353K as of Q2 2026.
  • Avalon Capital Management sold 1,222 DaVita shares in Q2 2026, an estimated $222K.
  • DaVita made up 0.08% of Avalon Capital Management's portfolio in Q2 2026, its #87 holding.
  • Avalon Capital Management first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
  • Avalon Capital Management's DaVita position peaked at $432K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.