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Caprock Group’s DaVita DVA Stock Holding History

Caprock Group’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 		$514K Buy
+2,312
New +$420K 0.01% 845
2025
Q1 		– Sell
-1,339
Closed -$200K – 1105
2024
Q4 		$200K Buy
+1,339
New +$210K 0.01% 940
2024
Q3 		– Sell
-1,980
Closed -$276K – 922
2024
Q2 		$276K Buy
+1,980
New +$273K 0.01% 711
2021
Q4 		– Sell
-2,152
Closed -$250K – 596
2021
Q3 		$250K Sell
2,152
-162
-7% -$20.3K 0.02% 440
2021
Q2 		$279K Sell
2,314
-64
-3% -$7.58K 0.03% 395
2021
Q1 		$256K Sell
2,378
-572
-19% -$63.6K 0.03% 389
2020
Q4 		$346K Buy
+2,950
New +$300K 0.04% 293
2018
Q4 		– Sell
-4,455
Closed -$319K – 372
2018
Q3 		$319K Hold
4,455
– – 0.06% 260
2018
Q2 		$309K Sell
4,455
-1,835
-29% -$123K 0.07% 279
2018
Q1 		$415K Hold
6,290
– – 0.09% 214
2017
Q4 		$498K Buy
6,290
+2,183
+53% +$134K 0.1% 201
2017
Q3 		$244K Sell
4,107
-3,177
-44% -$191K 0.05% 351
2017
Q2 		$472K Buy
7,284
+1,107
+18% +$73.3K 0.1% 182
2017
Q1 		$420K Buy
6,177
+2,129
+53% +$141K 0.1% 183
2016
Q4 		$260K Buy
+4,048
New +$252K 0.07% 254

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

Caprock Group's DVA Position: Q2 2026 in Review

Caprock Group opened a new position in DaVita (DVA) in Q2 2026: 2,312 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Caprock Group previously reported a position in DVA as recently as Q4 2024.

Caprock Group first reported a position in DVA in Q4 2016 and has held it in 15 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Caprock Group held 2,312 shares of DaVita worth $514K as of Q2 2026.
  • DaVita was a new Caprock Group position in Q2 2026.
  • DaVita made up 0.01% of Caprock Group's portfolio in Q2 2026, its #845 holding.
  • Caprock Group first reported a position in DaVita in Q4 2016 and has held it in 15 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.