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Benjamin Edwards Inc’s DaVita DVA Stock Holding History

Benjamin Edwards Inc’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 		$284K Buy
+1,275
New +$232K ﹤0.01% 1257
2024
Q4 		– Sell
-1,265
Closed -$207K – 1110
2024
Q3 		$207K Buy
+1,265
New +$187K ﹤0.01% 1055

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

Benjamin Edwards Inc's DVA Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in DaVita (DVA) in Q2 2026: 1,275 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in DVA as recently as Q3 2024.

Benjamin Edwards Inc first reported a position in DVA in Q3 2024 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Benjamin Edwards Inc held 1,275 shares of DaVita worth $284K as of Q2 2026.
  • DaVita was a new Benjamin Edwards Inc position in Q2 2026.
  • DaVita made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1257 holding.
  • Benjamin Edwards Inc first reported a position in DaVita in Q3 2024 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.