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Beverly Hills Private Wealth’s DaVita DVA Stock Holding History

Beverly Hills Private Wealth’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 		$263K Sell
1,184
-1,431
-55% -$260K 0.05% 216
2026
Q1 		$402K Buy
2,615
+483
+23% +$65.5K 0.07% 222
2025
Q4 		$242K Buy
2,132
+141
+7% +$17.1K 0.04% 288
2025
Q3 		$265K Buy
+1,991
New +$273K 0.05% 291

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

Beverly Hills Private Wealth's DVA Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its DaVita (DVA) stake by 55% in Q2 2026, selling an estimated $260K and leaving 1,184 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #216.

Beverly Hills Private Wealth first reported a position in DVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Beverly Hills Private Wealth held 1,184 shares of DaVita worth $263K as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,431 DaVita shares in Q2 2026, an estimated $260K.
  • DaVita made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #216 holding.
  • Beverly Hills Private Wealth first reported a position in DaVita in Q3 2025 and has held it in 4 quarters since.
  • Beverly Hills Private Wealth's DaVita position peaked at $402K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.