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Capital Analysts LLC’s DaVita DVA Stock Holding History

Capital Analysts LLC’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
-4
Closed -$1K – 1553
2026
Q1 		$1K Buy
+4
New +$543 ﹤0.01% 1493
2022
Q4 		– Sell
-486
Closed -$40K – 1088
2022
Q3 		$40K Sell
486
-352
-42% -$30.9K ﹤0.01% 604
2022
Q2 		$67K Buy
838
+10
+1% +$1.01K ﹤0.01% 502
2022
Q1 		$94K Hold
828
– – 0.01% 439
2021
Q4 		$94K Hold
828
– – 0.01% 461
2021
Q3 		$96K Hold
828
– – 0.01% 457
2021
Q2 		$100K Buy
828
+114
+16% +$13.5K 0.01% 446
2021
Q1 		$77K Buy
714
+108
+18% +$12K 0.01% 513
2020
Q4 		$71K Buy
606
+5
+0.8% +$509 0.01% 370
2020
Q3 		$51K Buy
601
+242
+67% +$20.7K ﹤0.01% 397
2020
Q2 		$28K Buy
+359
New +$28K ﹤0.01% 439

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 Analysts LLC's DVA Position: Q2 2026 in Review

Capital Analysts LLC sold out of DaVita (DVA) in Q2 2026, closing a stake of 4 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in DVA in Q2 2020 and held it in 11 quarters. The position peaked at $100K in Q2 2021. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Capital Analysts LLC reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 4 DaVita shares in Q2 2026, an estimated $1K.
  • Capital Analysts LLC first reported a position in DaVita in Q2 2020 and held it in 11 quarters.
  • Capital Analysts LLC's DaVita position peaked at $100K in Q2 2021.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.