Burns Matteson Capital Management’s DaVita DVA Stock Holding History

Burns Matteson 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	$844K	Buy	+3,794	New	+$689K	0.26%	54
2024 Q3	–	Sell	-2,582	Closed	-$358K	–	176
2024 Q2	$358K	Buy	+2,582	New	+$356K	0.22%	85
2023 Q2	–	Sell	-6,688	Closed	-$542K	–	157
2023 Q1	$542K	Buy	6,688 +57	+0.9%	+$4.57K	0.34%	80
2022 Q4	$495K	Buy	+6,631	New	+$515K	0.33%	94
2022 Q3	–	Sell	-6,622	Closed	-$529K	–	133
2022 Q2	$529K	Buy	+6,622	New	+$670K	0.37%	73

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 $3.37T AUM 44.26% 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

Burns Matteson Capital Management's DVA Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in DaVita (DVA) in Q2 2026: 3,794 shares worth $844K. The stake represents 0.26% of the portfolio and ranks #54 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in DVA as recently as Q2 2024.

Burns Matteson Capital Management first reported a position in DVA in Q2 2022 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Burns Matteson Capital Management held 3,794 shares of DaVita worth $844K as of Q2 2026.
DaVita was a new Burns Matteson Capital Management position in Q2 2026.
DaVita made up 0.26% of Burns Matteson Capital Management's portfolio in Q2 2026, its #54 holding.
Burns Matteson Capital Management first reported a position in DaVita in Q2 2022 and has held it in 5 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.