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Cornerstone Planning Group’s DaVita DVA Stock Holding History

Cornerstone Planning Group’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 		$1.16K Hold
5
– – ﹤0.01% 1464
2026
Q1 		$786 Buy
5
+1
+25% +$136 ﹤0.01% 1528
2025
Q4 		$424 Sell
4
-13
-76% -$1.58K ﹤0.01% 1540
2025
Q3 		$1.38K Buy
17
+12
+240% +$1.65K ﹤0.01% 1237
2025
Q2 		$703 Buy
5
+3
+150% +$425 ﹤0.01% 1197
2025
Q1 		$278 Hold
2
– – ﹤0.01% 1430
2024
Q4 		$351 Buy
+2
New +$314 ﹤0.01% 1242

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

Cornerstone Planning Group's DVA Position: Q2 2026 in Review

Cornerstone Planning Group held its DaVita (DVA) position steady in Q2 2026 at 5 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Cornerstone Planning Group first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38K in Q3 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Cornerstone Planning Group held 5 shares of DaVita worth $1.16K as of Q2 2026.
  • Cornerstone Planning Group left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1464 holding.
  • Cornerstone Planning Group first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's DaVita position peaked at $1.38K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.