Basecamp Wealth Advisors’s DaVita DVA Stock Holding History

Basecamp Wealth Advisors’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	$48.3K	Hold	217	–	–	0.01%	550
2026 Q1	$33.4K	Buy	217 +21	+11%	+$2.85K	0.01%	652
2025 Q4	$22.3K	Buy	+196	New	+$23.8K	﹤0.01%	757

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

Basecamp Wealth Advisors's DVA Position: Q2 2026 in Review

Basecamp Wealth Advisors held its DaVita (DVA) position steady in Q2 2026 at 217 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #550.

Basecamp Wealth Advisors first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Basecamp Wealth Advisors held 217 shares of DaVita worth $48.3K as of Q2 2026.
Basecamp Wealth Advisors left its DaVita share count unchanged in Q2 2026.
DaVita made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #550 holding.
Basecamp Wealth Advisors first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.