Bare Financial Services’s DaVita DVA Stock Holding History

Bare Financial 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
2026 Q2	$2K	Hold	9	–	–	﹤0.01%	1138
2026 Q1	$1.38K	Buy	+9	New	+$1.22K	﹤0.01%	1115

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

Bare Financial Services's DVA Position: Q2 2026 in Review

Bare Financial Services held its DaVita (DVA) position steady in Q2 2026 at 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Bare Financial Services first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Bare Financial Services held 9 shares of DaVita worth $2K as of Q2 2026.
Bare Financial Services left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1138 holding.
Bare Financial Services first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.