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Compass Financial Management’s DaVita DVA Stock Holding History

Compass Financial 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 		$71.6K Buy
+314
New +$57.1K 0.01% 615

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

Compass Financial Management's DVA Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.