Bell Investment Advisors’s DaVita DVA Stock Holding History

Bell Investment 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	$4.67K	Hold	21	–	–	﹤0.01%	1010
2026 Q1	$3.23K	Hold	21	–	–	﹤0.01%	1137
2025 Q4	$2.39K	Buy	21 +4	+24%	+$486	﹤0.01%	1284
2025 Q3	$2.26K	Hold	17	–	–	﹤0.01%	1296
2025 Q2	$2.42K	Hold	17	–	–	﹤0.01%	1298
2025 Q1	$2.6K	Hold	17	–	–	﹤0.01%	1200
2024 Q4	$2.54K	Sell	17 -5	-23%	-$784	﹤0.01%	1236
2024 Q3	$3.61K	Hold	22	–	–	﹤0.01%	1093
2024 Q2	$3.05K	Buy	22 +5	+29%	+$689	﹤0.01%	1166
2024 Q1	$2.35K	Hold	17	–	–	﹤0.01%	1289
2023 Q4	$1.78K	Buy	17 +10	+143%	+$924	﹤0.01%	1376
2023 Q3	$662	Hold	7	–	–	﹤0.01%	1683
2023 Q2	$704	Hold	7	–	–	﹤0.01%	1689
2023 Q1	$568	Buy	+7	New	+$561	﹤0.01%	1768
2022 Q4	–	Sell	-12	Closed	-$1K	–	1956
2022 Q3	$1K	Buy	12 +6	+100%	+$526	﹤0.01%	1381
2022 Q2	$0	Buy	+6	New	+$607	﹤0.01%	1751
2021 Q4	–	Sell	-21	Closed	-$2K	–	1821
2021 Q3	$2K	Buy	+21	New	+$2.63K	﹤0.01%	1056

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's DVA Position: Q2 2026 in Review

Bell Investment Advisors held its DaVita (DVA) position steady in Q2 2026 at 21 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Bell Investment Advisors first reported a position in DVA in Q3 2021 and has held it in 17 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Bell Investment Advisors held 21 shares of DaVita worth $4.67K as of Q2 2026.
Bell Investment Advisors left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1010 holding.
Bell Investment Advisors first reported a position in DaVita in Q3 2021 and has held it in 17 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.