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Cascade Financial Partners’s DaVita DVA Stock Holding History

Cascade Financial Partners’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 		$260K Buy
+1,167
New +$212K 0.02% 244

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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
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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

Cascade Financial Partners's DVA Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in DaVita (DVA) in Q2 2026: 1,167 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings.

630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Cascade Financial Partners held 1,167 shares of DaVita worth $260K as of Q2 2026.
  • DaVita was a new Cascade Financial Partners position in Q2 2026.
  • DaVita made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #244 holding.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.