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Concurrent Investment Advisors’s DaVita DVA Stock Holding History

Concurrent Investment 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 		$415K Buy
1,867
+42
+2% +$7.63K ﹤0.01% 1508
2026
Q1 		$280K Sell
1,825
-1,563
-46% -$212K ﹤0.01% 1545
2025
Q4 		$385K Buy
+3,388
New +$412K ﹤0.01% 1264
2025
Q2 		– Sell
-1,459
Closed -$223K – 1423
2025
Q1 		$223K Buy
+1,459
New +$229K 0.01% 1074

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

Concurrent Investment Advisors's DVA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its DaVita (DVA) stake by 2.3% in Q2 2026, buying an estimated $7.63K and bringing the position to 1,867 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 1,867 shares of DaVita worth $415K as of Q2 2026.
  • Concurrent Investment Advisors bought 42 DaVita shares in Q2 2026, an estimated $7.63K.
  • DaVita made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1508 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.