Beese Fulmer Investment Management’s DaVita DVA Stock Holding History

Beese Fulmer Investment 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 Q2	$324K	Buy	1,456 +94	+7%	+$17.1K	0.02%	279
2026 Q1	$209K	Buy	+1,362	New	+$185K	0.01%	408
2025 Q3	–	Sell	-1,530	Closed	-$218K	–	288
2025 Q2	$218K	Hold	1,530	–	–	0.02%	273
2025 Q1	$234K	Sell	1,530 -135	-8%	-$21.2K	0.02%	220
2024 Q4	$249K	Sell	1,665 -10	-0.6%	-$1.57K	0.02%	200
2024 Q3	$275K	Hold	1,675	–	–	0.02%	199
2024 Q2	$232K	Sell	1,675 -75	-4%	-$10.3K	0.02%	202
2024 Q1	$242K	Buy	+1,750	New	+$210K	0.02%	202
2021 Q4	–	Sell	-1,750	Closed	-$203K	–	248
2021 Q3	$203K	Hold	1,750	–	–	0.02%	229
2021 Q2	$211K	Buy	+1,750	New	+$207K	0.02%	212
2021 Q1	–	Sell	-1,750	Closed	-$205K	–	225
2020 Q4	$205K	Buy	+1,750	New	+$178K	0.03%	196
2020 Q3	–	Sell	-1,750	Closed	-$138K	–	286
2020 Q2	$138K	Buy	+1,750	New	+$137K	0.02%	214

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

Beese Fulmer Investment Management's DVA Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its DaVita (DVA) stake by 6.9% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,456 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #279.

Beese Fulmer Investment Management first reported a position in DVA in Q2 2020 and has held it in 12 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Beese Fulmer Investment Management held 1,456 shares of DaVita worth $324K as of Q2 2026.
Beese Fulmer Investment Management bought 94 DaVita shares in Q2 2026, an estimated $17.1K.
DaVita made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #279 holding.
Beese Fulmer Investment Management first reported a position in DaVita in Q2 2020 and has held it in 12 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.