CAM
DVA icon

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
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 $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

Costello Asset Management's DVA Position: Q1 2026 in Review

Costello Asset Management held its DaVita (DVA) position steady in Q1 2026 at 100 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #426.

Costello Asset Management first reported a position in DVA in Q1 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Costello Asset Management held 100 shares of DaVita worth $15.4K as of Q1 2026.
  • Costello Asset Management left its DaVita share count unchanged in Q1 2026.
  • DaVita made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #426 holding.
  • Costello Asset Management first reported a position in DaVita in Q1 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.