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Clearstead Trust’s DaVita DVA Stock Holding History

Clearstead Trust’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 		$8.23K Buy
+37
New +$6.72K ﹤0.01% 665
2025
Q4 		– Sell
-17
Closed -$2.26K – 1156
2025
Q3 		$2.26K Buy
17
+5
+42% +$687 ﹤0.01% 957
2025
Q2 		$1.71K Sell
12
-26
-68% -$3.68K ﹤0.01% 998
2025
Q1 		$5.81K Buy
+38
New +$5.97K ﹤0.01% 569

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

Clearstead Trust's DVA Position: Q2 2026 in Review

Clearstead Trust opened a new position in DaVita (DVA) in Q2 2026: 37 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in DVA as recently as Q3 2025.

Clearstead Trust first reported a position in DVA in Q1 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Clearstead Trust held 37 shares of DaVita worth $8.23K as of Q2 2026.
  • DaVita was a new Clearstead Trust position in Q2 2026.
  • DaVita made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #665 holding.
  • Clearstead Trust first reported a position in DaVita in Q1 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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