BH
DVA icon

Burk Holdings’s DaVita DVA Stock Holding History

Burk Holdings’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 		$2.67K Hold
12
– – ﹤0.01% 458
2026
Q1 		$1.84K Buy
+12
New +$1.63K ﹤0.01% 521

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

Burk Holdings's DVA Position: Q2 2026 in Review

Burk Holdings held its DaVita (DVA) position steady in Q2 2026 at 12 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Burk Holdings first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Burk Holdings held 12 shares of DaVita worth $2.67K as of Q2 2026.
  • Burk Holdings left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #458 holding.
  • Burk Holdings first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.