Baker Avenue Asset Management’s DaVita DVA Stock Holding History

Baker Avenue Asset 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	$313K	Buy	1,405 +91	+7%	+$16.5K	0.01%	671
2026 Q1	$202K	Sell	1,314 -978	-43%	-$133K	﹤0.01%	729
2025 Q4	$260K	Buy	+2,292	New	+$279K	0.01%	544
2023 Q4	–	Sell	-6,416	Closed	-$607K	–	671
2023 Q3	$607K	Buy	6,416 +435	+7%	+$44.4K	0.03%	249
2023 Q2	$601K	Buy	5,981 +5,571	+1,359%	+$517K	0.03%	249
2023 Q1	$33.3K	Buy	+410	New	+$32.9K	﹤0.01%	587

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

Baker Avenue Asset Management's DVA Position: Q2 2026 in Review

Baker Avenue Asset Management increased its DaVita (DVA) stake by 6.9% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,405 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #671.

Baker Avenue Asset Management first reported a position in DVA in Q1 2023 and has held it in 6 quarters since. The position peaked at $607K in Q3 2023. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Baker Avenue Asset Management held 1,405 shares of DaVita worth $313K as of Q2 2026.
Baker Avenue Asset Management bought 91 DaVita shares in Q2 2026, an estimated $16.5K.
DaVita made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #671 holding.
Baker Avenue Asset Management first reported a position in DaVita in Q1 2023 and has held it in 6 quarters since.
Baker Avenue Asset Management's DaVita position peaked at $607K in Q3 2023.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.