BHWM
DVA icon

Bay Harbor Wealth Management’s DaVita DVA Stock Holding History

Bay Harbor 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
Q1 		$2.15K Buy
14
+6
+75% +$814 ﹤0.01% 551
2025
Q4 		$908 Buy
8
+1
+14% +$122 ﹤0.01% 668
2025
Q3 		$930 Buy
7
+3
+75% +$412 ﹤0.01% 551
2025
Q2 		$569 Buy
4
+1
+33% +$142 ﹤0.01% 601
2025
Q1 		$458 Buy
+3
New +$471 ﹤0.01% 445

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bay Harbor Wealth Management's DVA Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its DaVita (DVA) stake by 75% in Q1 2026, buying an estimated $814 and bringing the position to 14 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Bay Harbor Wealth Management first reported a position in DVA in Q1 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Bay Harbor Wealth Management held 14 shares of DaVita worth $2.15K as of Q1 2026.
  • Bay Harbor Wealth Management bought 6 DaVita shares in Q1 2026, an estimated $814.
  • DaVita made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Bay Harbor Wealth Management first reported a position in DaVita in Q1 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.