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 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avion Wealth's DVA Position: Q2 2026 in Review

Avion Wealth held its DaVita (DVA) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Avion Wealth first reported a position in DVA in Q2 2023 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Avion Wealth held 4 shares of DaVita worth $0 as of Q2 2026.
Avion Wealth left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1502 holding.
Avion Wealth first reported a position in DaVita in Q2 2023 and has held it in 6 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.