CPG
DVA icon

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
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 $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

Cornerstone Planning Group's DVA Position: Q1 2026 in Review

Cornerstone Planning Group increased its DaVita (DVA) stake by 25% in Q1 2026, buying an estimated $136 and bringing the position to 5 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Cornerstone Planning Group first reported a position in DVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38K in Q3 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Cornerstone Planning Group held 5 shares of DaVita worth $786 as of Q1 2026.
  • Cornerstone Planning Group bought 1 DaVita share in Q1 2026, an estimated $136.
  • DaVita made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1528 holding.
  • Cornerstone Planning Group first reported a position in DaVita in Q4 2024 and has held it in 6 quarters since.
  • Cornerstone Planning Group's DaVita position peaked at $1.38K in Q3 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.