Basepoint Wealth’s DaVita DVA Stock Holding History

Basepoint 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	$156K	Sell	699 -28	-4%	-$5.09K	0.09%	122
2026 Q1	$112K	Sell	727 -3	-0.4%	-$407	0.06%	137
2025 Q4	$82.9K	Buy	+730	New	+$88.8K	0.05%	158
2025 Q2	–	Sell	-1,749	Closed	-$268K	–	107
2025 Q1	$268K	Sell	1,749 -901	-34%	-$142K	0.21%	81
2024 Q4	$396K	Sell	2,650 -1,975	-43%	-$310K	0.32%	66
2024 Q3	$758K	Sell	4,625 -1,437	-24%	-$212K	0.56%	41
2024 Q2	$840K	Sell	6,062 -1,918	-24%	-$264K	0.66%	33
2024 Q1	$1.1M	Sell	7,980 -792	-9%	-$95K	0.83%	26
2023 Q4	$919K	Buy	8,772 +1,772	+25%	+$164K	0.74%	31
2023 Q3	$662K	Buy	7,000 +1,399	+25%	+$143K	0.54%	47
2023 Q2	$563K	Buy	5,601 +1,399	+33%	+$130K	0.47%	53
2023 Q1	$341K	Buy	+4,202	New	+$337K	0.28%	70

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

Basepoint Wealth's DVA Position: Q2 2026 in Review

Basepoint Wealth reduced its DaVita (DVA) stake by 3.9% in Q2 2026, selling an estimated $5.09K and leaving 699 shares worth $156K. The position accounts for 0.09% of the portfolio, ranked #122.

Basepoint Wealth first reported a position in DVA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Basepoint Wealth held 699 shares of DaVita worth $156K as of Q2 2026.
Basepoint Wealth sold 28 DaVita shares in Q2 2026, an estimated $5.09K.
DaVita made up 0.09% of Basepoint Wealth's portfolio in Q2 2026, its #122 holding.
Basepoint Wealth first reported a position in DaVita in Q1 2023 and has held it in 12 quarters since.
Basepoint Wealth's DaVita position peaked at $1.1M in Q1 2024.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.