Callan Family Office’s DaVita DVA Stock Holding History

Callan Family Office’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	$376K	Buy	1,688 +7	+0.4%	+$1.27K	0.01%	919
2026 Q1	$258K	Buy	+1,681	New	+$228K	0.01%	979

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

Callan Family Office's DVA Position: Q2 2026 in Review

Callan Family Office increased its DaVita (DVA) stake by 0.42% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,688 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #919.

Callan Family Office 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.

Callan Family Office held 1,688 shares of DaVita worth $376K as of Q2 2026.
Callan Family Office bought 7 DaVita shares in Q2 2026, an estimated $1.27K.
DaVita made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #919 holding.
Callan Family Office 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.