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Coldstream Capital Management’s DaVita DVA Stock Holding History

Coldstream Capital Management’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 		$395K Buy
1,776
+72
+4% +$13.1K ﹤0.01% 844
2026
Q1 		$262K Sell
1,704
-57
-3% -$7.73K ﹤0.01% 1004
2025
Q4 		$200K Sell
1,761
-176
-9% -$21.4K ﹤0.01% 1107
2025
Q3 		$257K Sell
1,937
-9
-0.5% -$1.24K ﹤0.01% 1015
2025
Q2 		$277K Sell
1,946
-801
-29% -$113K ﹤0.01% 926
2025
Q1 		$420K Buy
2,747
+104
+4% +$16.3K 0.01% 692
2024
Q4 		$395K Sell
2,643
-121
-4% -$19K 0.01% 697
2024
Q3 		$452K Buy
2,764
+7
+0.3% +$1.03K 0.01% 644
2024
Q2 		$382K Buy
2,757
+37
+1% +$5.1K 0.01% 667
2024
Q1 		$375K Buy
2,720
+44
+2% +$5.28K 0.01% 671
2023
Q4 		$280K Buy
+2,676
New +$247K 0.01% 734

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's DVA Position: Q2 2026 in Review

Coldstream Capital Management increased its DaVita (DVA) stake by 4.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,776 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Coldstream Capital Management first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $452K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Coldstream Capital Management held 1,776 shares of DaVita worth $395K as of Q2 2026.
  • Coldstream Capital Management bought 72 DaVita shares in Q2 2026, an estimated $13.1K.
  • DaVita made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #844 holding.
  • Coldstream Capital Management first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • Coldstream Capital Management's DaVita position peaked at $452K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.