Creative Planning
DVA icon

Creative Planning’s DaVita DVA Stock Holding History

Creative Planning’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
2015
Q2 		– Sell
-600
Closed -$1K – 1582
2015
Q1 		$1K Buy
+600
New +$46K ﹤0.01% 4013
2014
Q4 		– Sell
-200
Closed -$1K – 4192
2014
Q3 		$1K Hold
200
– – ﹤0.01% 3812
2014
Q2 		$1K Buy
+200
New +$13.9K ﹤0.01% 3625

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

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.