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Avion Wealth’s DaVita DVA Stock Holding History

Avion Wealth’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
Q3 		– Sell
-4
Closed – – 1484
2026
Q2 		$0 Hold
4
– – ﹤0.01% 1502
2026
Q1 		$0 Hold
4
– – ﹤0.01% 1327
2025
Q4 		$0 Buy
+4
New +$486 ﹤0.01% 1321
2025
Q2 		– Sell
-3
Closed – – 1273
2025
Q1 		$0 Buy
+3
New +$471 ﹤0.01% 1104
2023
Q4 		– Sell
-11
Closed – – 1138
2023
Q3 		$0 Buy
11
+5
+83% +$510 ﹤0.01% 897
2023
Q2 		$0 Buy
+6
New +$557 ﹤0.01% 790

Other funds holding DVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Avion Wealth's DVA Position: Q3 2026 in Review

Avion Wealth sold out of DaVita (DVA) in Q3 2026, closing a stake of 4 shares.

Avion Wealth first reported a position in DVA in Q2 2023 and held it in 6 quarters. The position peaked at $0 in Q2 2026. 361 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Avion Wealth reported no remaining DaVita position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 4 DaVita shares in Q3 2026.
  • Avion Wealth first reported a position in DaVita in Q2 2023 and held it in 6 quarters.
  • Avion Wealth's DaVita position peaked at $0 in Q2 2026.
  • 361 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.