Avantax Advisory Services’s DaVita DVA Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-1,484	Closed	-$227K	–	2380
2025 Q1	$227K	Buy	+1,484	New	+$233K	﹤0.01%	2022

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Advisory Services's DVA Position: Q2 2025 in Review

Avantax Advisory Services sold out of DaVita (DVA) in Q2 2025, closing a stake of 1,484 shares — an estimated $227K sold.

Avantax Advisory Services first reported a position in DVA in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

Avantax Advisory Services reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 1,484 DaVita shares in Q2 2025, an estimated $227K.
Avantax Advisory Services first reported a position in DaVita in Q1 2025 and held it in 1 quarter.
Avantax Advisory Services's DaVita position peaked at $227K in Q1 2025.
593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.