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Costello Asset Management’s DaVita DVA Stock Holding History

Costello Asset 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 		$66.7K Buy
300
+200
+200% +$36.3K 0.02% 215
2026
Q1 		$15.4K Hold
100
– – 0.01% 426
2025
Q4 		$11.4K Hold
100
– – ﹤0.01% 448
2025
Q3 		$13.3K Hold
100
– – ﹤0.01% 435
2025
Q2 		$14.2K Hold
100
– – 0.01% 428
2025
Q1 		$15.3K Buy
+100
New +$15.7K 0.01% 395

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

Costello Asset Management's DVA Position: Q2 2026 in Review

Costello Asset Management increased its DaVita (DVA) stake by 200% in Q2 2026, buying an estimated $36.3K and bringing the position to 300 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #215.

Costello Asset Management first reported a position in DVA in Q1 2025 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Costello Asset Management held 300 shares of DaVita worth $66.7K as of Q2 2026.
  • Costello Asset Management bought 200 DaVita shares in Q2 2026, an estimated $36.3K.
  • DaVita made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #215 holding.
  • Costello Asset Management first reported a position in DaVita in Q1 2025 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.