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COMPASS FINANCIAL MANAGEMENT LLC’s DaVita DVA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$71.6K Buy
+314
New +$57.1K 0.01% 615

Other funds holding DVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DVA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in DaVita (DVA) in Q2 2026: 314 shares worth $71.6K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 314 shares of DaVita worth $71.6K as of Q2 2026.
  • DaVita was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • DaVita made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #615 holding.
  • 453 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.