BPA
DVA icon

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
Q2 		$407K Sell
1,830
-433
-19% -$78.7K ﹤0.01% 1432
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 $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

Beacon Pointe Advisors's DVA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its DaVita (DVA) stake by 19% in Q2 2026, selling an estimated $78.7K and leaving 1,830 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Beacon Pointe Advisors first reported a position in DVA in Q1 2024 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Beacon Pointe Advisors held 1,830 shares of DaVita worth $407K as of Q2 2026.
  • Beacon Pointe Advisors sold 433 DaVita shares in Q2 2026, an estimated $78.7K.
  • DaVita made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1432 holding.
  • Beacon Pointe Advisors first reported a position in DaVita in Q1 2024 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.