Cassaday & Co Wealth Management’s DaVita DVA Stock Holding History

Cassaday & Co Wealth Management’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	$114K	Hold	512	–	–	﹤0.01%	449
2026 Q1	$78.7K	Buy	+512	New	+$69.4K	﹤0.01%	512

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cassaday & Co Wealth Management's DVA Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its DaVita (DVA) position steady in Q2 2026 at 512 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Cassaday & Co Wealth Management first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Cassaday & Co Wealth Management held 512 shares of DaVita worth $114K as of Q2 2026.
Cassaday & Co Wealth Management left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #449 holding.
Cassaday & Co Wealth Management first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.