Corient Private Wealth
DVA icon

Corient Private Wealth’s DaVita DVA Stock Holding History

Corient Private Wealth’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 		$6.16M Sell
27,685
-26,571
-49% -$4.83M 0.01% 824
2026
Q1 		$8.31M Buy
54,256
+26,697
+97% +$3.62M 0.01% 686
2025
Q4 		$3.13M Buy
27,559
+5,069
+23% +$616K ﹤0.01% 949
2025
Q3 		$2.99M Sell
22,490
-133
-0.6% -$18.3K ﹤0.01% 900
2025
Q2 		$3.22M Sell
22,623
-1,274
-5% -$180K ﹤0.01% 848
2025
Q1 		$3.66M Sell
23,897
-10,947
-31% -$1.72M 0.01% 780
2024
Q4 		$5.21M Sell
34,844
-2,075
-6% -$325K 0.01% 683
2024
Q3 		$6.05M Sell
36,919
-446
-1% -$65.9K 0.01% 695
2024
Q2 		$5.18M Buy
37,365
+7,441
+25% +$1.03M 0.01% 699
2024
Q1 		$4.13M Buy
29,924
+1,947
+7% +$234K 0.01% 760
2023
Q4 		$2.93M Buy
27,977
+23,652
+547% +$2.19M 0.01% 853
2023
Q3 		$409K Buy
4,325
+98
+2% +$10K ﹤0.01% 1598
2023
Q2 		$425K Buy
4,227
+729
+21% +$67.6K ﹤0.01% 1530
2023
Q1 		$284K Buy
+3,498
New +$280K ﹤0.01% 1638

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

Corient Private Wealth's DVA Position: Q2 2026 in Review

Corient Private Wealth reduced its DaVita (DVA) stake by 49% in Q2 2026, selling an estimated $4.83M and leaving 27,685 shares worth $6.16M. The position accounts for 0.01% of the portfolio, ranked #824.

Corient Private Wealth first reported a position in DVA in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.31M in Q1 2026. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Corient Private Wealth held 27,685 shares of DaVita worth $6.16M as of Q2 2026.
  • Corient Private Wealth sold 26,571 DaVita shares in Q2 2026, an estimated $4.83M.
  • DaVita made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #824 holding.
  • Corient Private Wealth first reported a position in DaVita in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's DaVita position peaked at $8.31M in Q1 2026.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.