Creative Planning’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95M | Buy |
19,212
+10,191
| +113% | +$1.38M | ﹤0.01% | 1589 |
|
|
2025
Q4 | $1.02M | Buy |
9,021
+284
| +3% | +$34.5K | ﹤0.01% | 2259 |
|
|
2025
Q3 | $1.16M | Buy |
8,737
+1
| +0% | +$137 | ﹤0.01% | 1978 |
|
|
2025
Q2 | $1.24M | Buy |
8,736
+907
| +12% | +$128K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $1.2M | Buy |
7,829
+20
| +0.3% | +$3.14K | ﹤0.01% | 1573 |
|
|
2024
Q4 | $1.17M | Buy |
7,809
+209
| +3% | +$32.8K | ﹤0.01% | 1523 |
|
|
2024
Q3 | $1.25M | Sell |
7,600
-697
| -8% | -$103K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $1.15M | Buy |
8,297
+394
| +5% | +$54.3K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $1.09M | Sell |
7,903
-137
| -2% | -$16.4K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $842K | Sell |
8,040
-2,346
| -23% | -$217K | ﹤0.01% | 1334 |
|
|
2023
Q3 | $982K | Sell |
10,386
-878
| -8% | -$89.6K | ﹤0.01% | 1167 |
|
|
2023
Q2 | $1.13M | Buy |
11,264
+361
| +3% | +$33.5K | ﹤0.01% | 1073 |
|
|
2023
Q1 | $884K | Buy |
10,903
+417
| +4% | +$33.4K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $783K | Buy |
10,486
+1,966
| +23% | +$153K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $705K | Buy |
8,520
+703
| +9% | +$61.7K | ﹤0.01% | 1131 |
|
|
2022
Q2 | $625K | Sell |
7,817
-236
| -3% | -$23.9K | ﹤0.01% | 1193 |
|
|
2022
Q1 | $911K | Buy |
8,053
+1,564
| +24% | +$176K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $738K | Buy |
6,489
+297
| +5% | +$31.9K | ﹤0.01% | 1098 |
|
|
2021
Q3 | $720K | Sell |
6,192
-181
| -3% | -$22.7K | ﹤0.01% | 1109 |
|
|
2021
Q2 | $768K | Buy |
6,373
+130
| +2% | +$15.4K | ﹤0.01% | 1052 |
|
|
2021
Q1 | $673K | Buy |
6,243
+113
| +2% | +$12.6K | ﹤0.01% | 1252 |
|
|
2020
Q4 | $720K | Buy |
6,130
+28
| +0.5% | +$2.85K | ﹤0.01% | 1115 |
|
|
2020
Q3 | $523K | Buy |
6,102
+382
| +7% | +$32.6K | ﹤0.01% | 1115 |
|
|
2020
Q2 | $453K | Sell |
5,720
-33
| -0.6% | -$2.58K | ﹤0.01% | 1083 |
|
|
2020
Q1 | $438K | Sell |
5,753
-1,798
| -24% | -$141K | ﹤0.01% | 1013 |
|
|
2019
Q4 | $567K | Sell |
7,551
-2,121
| -22% | -$141K | ﹤0.01% | 1044 |
|
|
2019
Q3 | $552K | Buy |
9,672
+2,441
| +34% | +$142K | ﹤0.01% | 1009 |
|
|
2019
Q2 | $407K | Buy |
7,231
+250
| +4% | +$13K | ﹤0.01% | 1190 |
|
|
2019
Q1 | $379K | Sell |
6,981
-2,263
| -24% | -$125K | ﹤0.01% | 1200 |
|
|
2018
Q4 | $476K | Buy |
9,244
+717
| +8% | +$45.9K | ﹤0.01% | 987 |
|
|
2018
Q3 | $611K | Sell |
8,527
-4,201
| -33% | -$297K | ﹤0.01% | 978 |
|
|
2018
Q2 | $884K | Sell |
12,728
-348
| -3% | -$23.3K | ﹤0.01% | 812 |
|
|
2018
Q1 | $862K | Sell |
13,076
-61
| -0.5% | -$4.48K | ﹤0.01% | 810 |
|
|
2017
Q4 | $949K | Buy |
13,137
+1,044
| +9% | +$64.3K | ﹤0.01% | 761 |
|
|
2017
Q3 | $718K | Sell |
12,093
-337
| -3% | -$20.3K | ﹤0.01% | 866 |
|
|
2017
Q2 | $805K | Buy |
12,430
+1,705
| +16% | +$113K | ﹤0.01% | 791 |
|
|
2017
Q1 | $729K | Buy |
10,725
+6,120
| +133% | +$405K | ﹤0.01% | 795 |
|
|
2016
Q4 | $296K | Buy |
4,605
+345
| +8% | +$21.5K | ﹤0.01% | 1196 |
|
|
2016
Q3 | $281K | Buy |
4,260
+300
| +8% | +$21.1K | ﹤0.01% | 1210 |
|
|
2016
Q2 | $306K | Buy |
3,960
+1,262
| +47% | +$95.4K | ﹤0.01% | 1032 |
|
|
2016
Q1 | $198K | Buy |
2,698
+50
| +2% | +$3.38K | ﹤0.01% | 1222 |
|
|
2015
Q4 | $185K | Sell |
2,648
-772
| -23% | -$56.6K | ﹤0.01% | 1244 |
|
|
2015
Q3 | $247K | Buy |
+3,420
| New | +$265K | ﹤0.01% | 1073 |
|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$284K | – | 1583 |
|
|
2015
Q1 | $284K | Buy |
3,500
+601
| +21% | +$46.1K | ﹤0.01% | 1027 |
|
|
2014
Q4 | $220K | Buy |
2,899
+664
| +30% | +$50K | ﹤0.01% | 1085 |
|
|
2014
Q3 | $163K | Sell |
2,235
-243
| -10% | -$17.8K | ﹤0.01% | 1176 |
|
|
2014
Q2 | $179K | Buy |
2,478
+2,198
| +785% | +$153K | ﹤0.01% | 1090 |
|
|
2014
Q1 | $19K | Sell |
280
-820
| -75% | -$54.5K | ﹤0.01% | 2407 |
|
|
2013
Q4 | $70K | Buy |
1,100
+260
| +31% | +$15.3K | ﹤0.01% | 1395 |
|
|
2013
Q3 | $48K | Sell |
840
-130
| -13% | -$7.45K | ﹤0.01% | 1532 |
|
|
2013
Q2 | $59K | Buy |
+970
| New | +$60.6K | ﹤0.01% | 1293 |
|
Other funds holding DVA
VCM
VPM
Creative Planning's DVA Position: Q1 2026 in Review
Creative Planning increased its DaVita (DVA) stake by 113% in Q1 2026, buying an estimated $1.38M and bringing the position to 19,212 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1589.
Creative Planning first reported a position in DVA in Q2 2013 and has held it in 51 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.
- Creative Planning held 19,212 shares of DaVita worth $2.95M as of Q1 2026.
- Creative Planning bought 10,191 DaVita shares in Q1 2026, an estimated $1.38M.
- DaVita made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1589 holding.
- Creative Planning first reported a position in DaVita in Q2 2013 and has held it in 51 quarters since.
- 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.