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Bryn Mawr Capital Management’s DaVita DVA Stock Holding History

Bryn Mawr Capital Management’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 		$232K Buy
+1,041
New +$189K 0.01% 424
2025
Q1 		– Sell
-3,500
Closed -$523K – 411
2024
Q4 		$523K Hold
3,500
– – 0.03% 275
2024
Q3 		$574K Hold
3,500
– – 0.03% 265
2024
Q2 		$485K Hold
3,500
– – 0.03% 280
2024
Q1 		$483K Hold
3,500
– – 0.03% 286
2023
Q4 		$367K Buy
3,500
+600
+21% +$55.4K 0.02% 313
2023
Q3 		$274K Buy
+2,900
New +$296K 0.02% 335

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

Bryn Mawr Capital Management's DVA Position: Q2 2026 in Review

Bryn Mawr Capital Management opened a new position in DaVita (DVA) in Q2 2026: 1,041 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Bryn Mawr Capital Management previously reported a position in DVA as recently as Q4 2024.

Bryn Mawr Capital Management first reported a position in DVA in Q3 2023 and has held it in 7 quarters since. The position peaked at $574K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Bryn Mawr Capital Management held 1,041 shares of DaVita worth $232K as of Q2 2026.
  • DaVita was a new Bryn Mawr Capital Management position in Q2 2026.
  • DaVita made up 0.01% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #424 holding.
  • Bryn Mawr Capital Management first reported a position in DaVita in Q3 2023 and has held it in 7 quarters since.
  • Bryn Mawr Capital Management's DaVita position peaked at $574K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.