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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's DVA Position: Q1 2026 in Review

Bell Investment Advisors held its DaVita (DVA) position steady in Q1 2026 at 21 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Bell Investment Advisors first reported a position in DVA in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.61K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Bell Investment Advisors held 21 shares of DaVita worth $3.23K as of Q1 2026.
Bell Investment Advisors left its DaVita share count unchanged in Q1 2026.
DaVita made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1137 holding.
Bell Investment Advisors first reported a position in DaVita in Q3 2021 and has held it in 16 quarters since.
Bell Investment Advisors's DaVita position peaked at $3.61K in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.