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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
Q1 		$78.7K Buy
+512
New +$69.4K ﹤0.01% 512

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassaday & Co Wealth Management's DVA Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in DaVita (DVA) in Q1 2026: 512 shares worth $78.7K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Cassaday & Co Wealth Management held 512 shares of DaVita worth $78.7K as of Q1 2026.
  • DaVita was a new Cassaday & Co Wealth Management position in Q1 2026.
  • DaVita made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #512 holding.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.