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DVA icon

Covestor’s DaVita DVA Stock Holding History

Covestor’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 		$109K Sell
488
-218
-31% -$39.6K 0.06% 304
2026
Q1 		$109K Sell
706
-343
-33% -$46.5K 0.08% 256
2025
Q4 		$119K Buy
1,049
+166
+19% +$20.2K 0.06% 476
2025
Q3 		$117K Buy
883
+337
+62% +$46.3K 0.06% 484
2025
Q2 		$78K Buy
546
+4
+0.7% +$567 0.05% 686
2025
Q1 		$83K Sell
542
-103
-16% -$16.2K 0.06% 596
2024
Q4 		$96K Sell
645
-46
-7% -$7.21K 0.06% 554
2024
Q3 		$113K Buy
691
+15
+2% +$2.22K 0.07% 453
2024
Q2 		$94K Sell
676
-47
-7% -$6.48K 0.06% 528
2024
Q1 		$100K Sell
723
-159
-18% -$19.1K 0.06% 538
2023
Q4 		$92K Buy
882
+230
+35% +$21.3K 0.06% 548
2023
Q3 		$62K Sell
652
-101
-13% -$10.3K 0.05% 665
2023
Q2 		$76K Sell
753
-200
-21% -$18.6K 0.06% 593
2023
Q1 		$77K Buy
953
+184
+24% +$14.7K 0.07% 523
2022
Q4 		$57K Sell
769
-140
-15% -$10.9K 0.05% 675
2022
Q3 		$75K Buy
909
+786
+639% +$68.9K 0.07% 514
2022
Q2 		$10K Sell
123
-3
-2% -$304 0.01% 1212
2022
Q1 		$14K Buy
126
+64
+103% +$7.18K 0.01% 1182
2021
Q4 		$7K Buy
+62
New +$6.66K 0.01% 1146

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

Covestor's DVA Position: Q2 2026 in Review

Covestor reduced its DaVita (DVA) stake by 31% in Q2 2026, selling an estimated $39.6K and leaving 488 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #304.

Covestor first reported a position in DVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $119K in Q4 2025. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Covestor held 488 shares of DaVita worth $109K as of Q2 2026.
  • Covestor sold 218 DaVita shares in Q2 2026, an estimated $39.6K.
  • DaVita made up 0.06% of Covestor's portfolio in Q2 2026, its #304 holding.
  • Covestor first reported a position in DaVita in Q4 2021 and has held it in 19 quarters since.
  • Covestor's DaVita position peaked at $119K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.