Clearstead Advisors’s DaVita DVA Stock Holding History

Clearstead Advisors’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	$243K	Sell	1,584 -302	-16%	-$41K	﹤0.01%	935
2025 Q4	$214K	Buy	1,886 +246	+15%	+$29.9K	﹤0.01%	923
2025 Q3	$218K	Sell	1,640 -11	-0.7%	-$1.51K	﹤0.01%	863
2025 Q2	$235K	Buy	1,651 +116	+8%	+$16.4K	﹤0.01%	848
2025 Q1	$235K	Hold	1,535	–	–	﹤0.01%	782
2024 Q4	$230K	Hold	1,535	–	–	﹤0.01%	817
2024 Q3	$252K	Buy	1,535 +35	+2%	+$5.17K	﹤0.01%	777
2024 Q2	$208K	Hold	1,500	–	–	﹤0.01%	810
2024 Q1	$205K	Hold	1,500	–	–	0.01%	465
2023 Q4	$157K	Sell	1,500 -1,500	-50%	-$139K	0.01%	493
2023 Q3	$284K	Buy	3,000 +1,500	+100%	+$153K	0.01%	495
2023 Q2	$151K	Hold	1,500	–	–	0.01%	483
2023 Q1	$122K	Hold	1,500	–	–	0.01%	475
2022 Q4	$112K	Hold	1,500	–	–	0.01%	477
2022 Q3	$124K	Hold	1,500	–	–	0.01%	433
2022 Q2	$120K	Hold	1,500	–	–	0.01%	464
2022 Q1	$170K	Hold	1,500	–	–	0.01%	431
2021 Q4	$171K	Hold	1,500	–	–	0.01%	423
2021 Q3	$174K	Hold	1,500	–	–	0.01%	390
2021 Q2	$181K	Hold	1,500	–	–	0.01%	360
2021 Q1	$162K	Hold	1,500	–	–	0.01%	361
2020 Q4	$176K	Hold	1,500	–	–	0.02%	338
2020 Q3	$128K	Hold	1,500	–	–	0.01%	335
2020 Q2	$119K	Hold	1,500	–	–	0.01%	329
2020 Q1	$114K	Buy	+1,500	New	+$118K	0.02%	313

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's DVA Position: Q1 2026 in Review

Clearstead Advisors reduced its DaVita (DVA) stake by 16% in Q1 2026, selling an estimated $41K and leaving 1,584 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Clearstead Advisors first reported a position in DVA in Q1 2020 and has held it in 25 quarters since. The position peaked at $284K in Q3 2023. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Clearstead Advisors held 1,584 shares of DaVita worth $243K as of Q1 2026.
Clearstead Advisors sold 302 DaVita shares in Q1 2026, an estimated $41K.
DaVita made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #935 holding.
Clearstead Advisors first reported a position in DaVita in Q1 2020 and has held it in 25 quarters since.
Clearstead Advisors's DaVita position peaked at $284K in Q3 2023.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.