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 $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

Creative Planning's DVA Position: Q2 2026 in Review

Creative Planning increased its DaVita (DVA) stake by 20% in Q2 2026, buying an estimated $715K and bringing the position to 23,146 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Creative Planning first reported a position in DVA in Q2 2013 and has held it in 52 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Creative Planning held 23,146 shares of DaVita worth $5.15M as of Q2 2026.
  • Creative Planning bought 3,934 DaVita shares in Q2 2026, an estimated $715K.
  • DaVita made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1389 holding.
  • Creative Planning first reported a position in DaVita in Q2 2013 and has held it in 52 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.