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Chicago Partners Investment Group’s DaVita DVA Stock Holding History

Chicago Partners Investment 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 		$714K Buy
3,046
+160
+6% +$29.1K 0.01% 810
2026
Q1 		$440K Buy
+2,886
New +$391K 0.01% 961
2025
Q4 		– Sell
-2,029
Closed -$263K – 1311
2025
Q3 		$263K Buy
+2,029
New +$279K 0.01% 1024

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

Chicago Partners Investment Group's DVA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its DaVita (DVA) stake by 5.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 3,046 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #810.

Chicago Partners Investment Group first reported a position in DVA in Q3 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Chicago Partners Investment Group held 3,046 shares of DaVita worth $714K as of Q2 2026.
  • Chicago Partners Investment Group bought 160 DaVita shares in Q2 2026, an estimated $29.1K.
  • DaVita made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #810 holding.
  • Chicago Partners Investment Group first reported a position in DaVita in Q3 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.