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Beacon Pointe Advisors’s DaVita DVA Stock Holding History

Beacon Pointe 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
Q1 		$348K Buy
+2,263
New +$307K ﹤0.01% 1461
2025
Q3 		– Sell
-1,450
Closed -$207K – 1420
2025
Q2 		$207K Sell
1,450
-68
-4% -$9.63K ﹤0.01% 1179
2025
Q1 		$232K Buy
1,518
+22
+1% +$3.46K ﹤0.01% 1110
2024
Q4 		$224K Buy
+1,496
New +$235K ﹤0.01% 1113
2024
Q2 		– Sell
-1,561
Closed -$215K – 1303
2024
Q1 		$215K Buy
+1,561
New +$187K ﹤0.01% 1237

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

Beacon Pointe Advisors's DVA Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in DaVita (DVA) in Q1 2026: 2,263 shares worth $348K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in DVA as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in DVA in Q1 2024 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Beacon Pointe Advisors held 2,263 shares of DaVita worth $348K as of Q1 2026.
  • DaVita was a new Beacon Pointe Advisors position in Q1 2026.
  • DaVita made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1461 holding.
  • Beacon Pointe Advisors first reported a position in DaVita in Q1 2024 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.