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Bartlett & Co Wealth Management’s DaVita DVA Stock Holding History

Bartlett & Co Wealth 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 		$1.78K Buy
8
+7
+700% +$1.27K ﹤0.01% 1178
2026
Q1 		$154 Buy
+1
New +$136 ﹤0.01% 1223
2019
Q2 		– Sell
-4
Closed -$217 – 780
2019
Q1 		$217 Buy
+4
New +$221 ﹤0.01% 720

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bartlett & Co Wealth Management's DVA Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its DaVita (DVA) stake by 700% in Q2 2026, buying an estimated $1.27K and bringing the position to 8 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Bartlett & Co Wealth Management first reported a position in DVA in Q1 2019 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Bartlett & Co Wealth Management held 8 shares of DaVita worth $1.78K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 7 DaVita shares in Q2 2026, an estimated $1.27K.
  • DaVita made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1178 holding.
  • Bartlett & Co Wealth Management first reported a position in DaVita in Q1 2019 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.