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Capital Advisors Ltd’s DaVita DVA Stock Holding History

Capital Advisors Ltd’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 		$17K Sell
75
-21
-22% -$3.82K ﹤0.01% 726
2026
Q1 		$15K Buy
96
+53
+123% +$7.19K ﹤0.01% 734
2025
Q4 		$5K Sell
43
-1
-2% -$122 ﹤0.01% 939
2025
Q3 		$6K Hold
44
– – ﹤0.01% 881
2025
Q2 		$6K Sell
44
-1
-2% -$142 ﹤0.01% 884
2025
Q1 		$7K Hold
45
– – ﹤0.01% 848
2024
Q4 		$7K Hold
45
– – ﹤0.01% 859
2024
Q3 		$7K Sell
45
-6
-12% -$886 ﹤0.01% 847
2024
Q2 		$7K Buy
51
+5
+11% +$689 ﹤0.01% 824
2024
Q1 		$6K Buy
46
+4
+10% +$480 ﹤0.01% 834
2023
Q4 		$4K Sell
42
-14
-25% -$1.29K ﹤0.01% 882
2023
Q3 		$5K Hold
56
– – ﹤0.01% 809
2023
Q2 		$6K Buy
56
+6
+12% +$557 ﹤0.01% 784
2023
Q1 		$4K Buy
50
+15
+43% +$1.2K ﹤0.01% 734
2022
Q4 		$3K Buy
35
+14
+67% +$1.09K ﹤0.01% 756
2022
Q3 		$2K Buy
+21
New +$1.84K ﹤0.01% 828
2022
Q2 		– Sell
-5
Closed -$1K – 1073
2022
Q1 		$1K Hold
5
– – ﹤0.01% 699
2021
Q4 		$1K Buy
+5
New +$537 ﹤0.01% 646
2016
Q4 		– Sell
-500
Closed -$33K – 392
2016
Q3 		$33K Buy
+500
New +$35.2K 0.01% 221

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

Capital Advisors Ltd's DVA Position: Q2 2026 in Review

Capital Advisors Ltd reduced its DaVita (DVA) stake by 22% in Q2 2026, selling an estimated $3.82K and leaving 75 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Capital Advisors Ltd first reported a position in DVA in Q3 2016 and has held it in 19 quarters since. The position peaked at $33K in Q3 2016. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Capital Advisors Ltd held 75 shares of DaVita worth $17K as of Q2 2026.
  • Capital Advisors Ltd sold 21 DaVita shares in Q2 2026, an estimated $3.82K.
  • DaVita made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #726 holding.
  • Capital Advisors Ltd first reported a position in DaVita in Q3 2016 and has held it in 19 quarters since.
  • Capital Advisors Ltd's DaVita position peaked at $33K in Q3 2016.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.