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Camelot Portfolios’s DaVita DVA Stock Holding History

Camelot Portfolios’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 		– Sell
-5,800
Closed -$891K – 206
2026
Q1 		$891K Buy
5,800
+5,300
+1,060% +$719K 0.66% 49
2025
Q4 		$56.8K Buy
+500
New +$60.8K 0.03% 302
2024
Q4 		– Sell
-1,300
Closed -$213K – 141
2024
Q3 		$213K Hold
1,300
– – 0.21% 117
2024
Q2 		$180K Buy
+1,300
New +$179K 0.1% 189
2022
Q4 		– Sell
-2,800
Closed -$232K – 180
2022
Q3 		$232K Sell
2,800
-509
-15% -$44.6K 0.22% 120
2022
Q2 		$265K Buy
3,309
+9
+0.3% +$911 0.16% 170
2022
Q1 		$373K Hold
3,300
– – 0.19% 148
2021
Q4 		$375K Sell
3,300
-500
-13% -$53.7K 0.15% 173
2021
Q3 		$442K Sell
3,800
-77
-2% -$9.64K 0.23% 125
2021
Q2 		$467K Sell
3,877
-4
-0.1% -$473 0.19% 144
2021
Q1 		$418K Sell
3,881
-18
-0.5% -$2K 0.17% 147
2020
Q4 		$458K Sell
3,899
-520
-12% -$53K 0.24% 114
2020
Q3 		$379K Sell
4,419
-4,090
-48% -$349K 0.24% 109
2020
Q2 		$673K Sell
8,509
-1,858
-18% -$145K 0.43% 65
2020
Q1 		$789K Sell
10,367
-2,984
-22% -$235K 0.44% 61
2019
Q4 		$1M Buy
13,351
+2,187
+20% +$145K 0.42% 64
2019
Q3 		$637K Sell
11,164
-19
-0.2% -$1.1K 0.3% 84
2019
Q2 		$629K Buy
+11,183
New +$579K 0.26% 107
2018
Q4 		– Sell
-3,500
Closed -$251K – 227
2018
Q3 		$251K Hold
3,500
– – 0.11% 176
2018
Q2 		$243K Buy
+3,500
New +$234K 0.1% 179

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

Camelot Portfolios's DVA Position: Q2 2026 in Review

Camelot Portfolios sold out of DaVita (DVA) in Q2 2026, closing a stake of 5,800 shares — an estimated $891K sold.

Camelot Portfolios first reported a position in DVA in Q2 2018 and held it in 20 quarters. The position peaked at $1M in Q4 2019. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Camelot Portfolios reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Camelot Portfolios sold 5,800 DaVita shares in Q2 2026, an estimated $891K.
  • Camelot Portfolios first reported a position in DaVita in Q2 2018 and held it in 20 quarters.
  • Camelot Portfolios's DaVita position peaked at $1M in Q4 2019.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.