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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
Q2 		$44.9K Hold
202
– – 0.03% 224
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 $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

Copia Wealth Management's DVA Position: Q2 2026 in Review

Copia Wealth Management held its DaVita (DVA) position steady in Q2 2026 at 202 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #224.

Copia Wealth Management first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Copia Wealth Management held 202 shares of DaVita worth $44.9K as of Q2 2026.
  • Copia Wealth Management left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Copia Wealth Management first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.