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Copia Wealth Management’s DaVita DVA Stock Holding History

Copia Wealth 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
Q1 		$31K Hold
202
– – 0.02% 237
2025
Q4 		$22.9K Hold
202
– – 0.02% 260
2025
Q3 		$26.8K Hold
202
– – 0.02% 242
2025
Q2 		$28.8K Hold
202
– – 0.02% 207
2025
Q1 		$30.9K Hold
202
– – 0.03% 191
2024
Q4 		$30.2K Buy
+202
New +$31.7K 0.03% 177

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copia Wealth Management's DVA Position: Q1 2026 in Review

Copia Wealth Management held its DaVita (DVA) position steady in Q1 2026 at 202 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #237.

Copia Wealth Management first reported a position in DVA in Q4 2024 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Copia Wealth Management held 202 shares of DaVita worth $31K as of Q1 2026.
  • Copia Wealth Management left its DaVita share count unchanged in Q1 2026.
  • DaVita made up 0.02% of Copia Wealth Management's portfolio in Q1 2026, its #237 holding.
  • Copia Wealth Management first reported a position in DaVita in Q4 2024 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.