Bogart Wealth LLC’s DaVita DVA Stock Holding History

Bogart Wealth LLC’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	$7.56K	Buy	34 +12	+55%	+$2.18K	﹤0.01%	1085
2026 Q1	$3.38K	Buy	+22	New	+$2.98K	﹤0.01%	1160
2025 Q3	–	Sell	-4	Closed	-$570	–	1553
2025 Q2	$570	Buy	+4	New	+$567	﹤0.01%	1315

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

Bogart Wealth LLC's DVA Position: Q2 2026 in Review

Bogart Wealth LLC increased its DaVita (DVA) stake by 55% in Q2 2026, buying an estimated $2.18K and bringing the position to 34 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Bogart Wealth LLC first reported a position in DVA in Q2 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Bogart Wealth LLC held 34 shares of DaVita worth $7.56K as of Q2 2026.
Bogart Wealth LLC bought 12 DaVita shares in Q2 2026, an estimated $2.18K.
DaVita made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1085 holding.
Bogart Wealth LLC first reported a position in DaVita in Q2 2025 and has held it in 3 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.