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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
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
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

Beese Fulmer Investment Management's DVA Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in DaVita (DVA) in Q1 2026: 1,362 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in DVA as recently as Q2 2025.

Beese Fulmer Investment Management first reported a position in DVA in Q2 2020 and has held it in 11 quarters since. The position peaked at $275K in Q3 2024. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Beese Fulmer Investment Management held 1,362 shares of DaVita worth $209K as of Q1 2026.
  • DaVita was a new Beese Fulmer Investment Management position in Q1 2026.
  • DaVita made up 0.01% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #408 holding.
  • Beese Fulmer Investment Management first reported a position in DaVita in Q2 2020 and has held it in 11 quarters since.
  • Beese Fulmer Investment Management's DaVita position peaked at $275K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.