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 Q2	$112K	Sell	505 -1,079	-68%	-$196K	﹤0.01%	1253
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	Hold	1,500	–	–	0.01%	493
2023 Q3	$142K	Hold	1,500	–	–	0.01%	484
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 $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

Clearstead Advisors's DVA Position: Q2 2026 in Review

Clearstead Advisors reduced its DaVita (DVA) stake by 68% in Q2 2026, selling an estimated $196K and leaving 505 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Clearstead Advisors first reported a position in DVA in Q1 2020 and has held it in 26 quarters since. The position peaked at $252K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Clearstead Advisors held 505 shares of DaVita worth $112K as of Q2 2026.
Clearstead Advisors sold 1,079 DaVita shares in Q2 2026, an estimated $196K.
DaVita made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1253 holding.
Clearstead Advisors first reported a position in DaVita in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's DaVita position peaked at $252K in Q3 2024.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.