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Cresset Asset Management’s DaVita DVA Stock Holding History

Cresset 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
Q2 		$693K Sell
3,113
-130
-4% -$23.6K ﹤0.01% 1048
2026
Q1 		$498K Buy
3,243
+40
+1% +$5.42K ﹤0.01% 1069
2025
Q4 		$364K Sell
3,203
-115
-3% -$14K ﹤0.01% 1211
2025
Q3 		$441K Buy
3,318
+206
+7% +$28.3K ﹤0.01% 1081
2025
Q2 		$443K Sell
3,112
-153
-5% -$21.7K ﹤0.01% 970
2025
Q1 		$499K Sell
3,265
-252
-7% -$39.6K ﹤0.01% 1072
2024
Q4 		$526K Sell
3,517
-9,752
-73% -$1.53M ﹤0.01% 1062
2024
Q3 		$2.18M Buy
13,269
+42
+0.3% +$6.21K 0.01% 774
2024
Q2 		$1.83M Buy
13,227
+2,098
+19% +$289K 0.01% 759
2024
Q1 		$1.54M Buy
11,129
+3,538
+47% +$424K 0.01% 775
2023
Q4 		$795K Sell
7,591
-415
-5% -$38.3K ﹤0.01% 995
2023
Q3 		$757K Buy
8,006
+346
+5% +$35.3K ﹤0.01% 976
2023
Q2 		$770K Buy
7,660
+4,361
+132% +$405K ﹤0.01% 1063
2023
Q1 		$268K Buy
+3,299
New +$264K 0.01% 669
2022
Q4 		– Sell
-3,318
Closed -$274K – 780
2022
Q3 		$274K Sell
3,318
-18
-0.5% -$1.58K ﹤0.01% 697
2022
Q2 		$267K Buy
+3,336
New +$338K ﹤0.01% 744
2019
Q2 		– Sell
-221
Closed -$12K – 794
2019
Q1 		$12K Sell
221
-54
-20% -$2.99K ﹤0.01% 1136
2018
Q4 		$14K Buy
+275
New +$17.6K ﹤0.01% 782

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 $3.38T AUM 44.17% 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

Cresset Asset Management's DVA Position: Q2 2026 in Review

Cresset Asset Management reduced its DaVita (DVA) stake by 4% in Q2 2026, selling an estimated $23.6K and leaving 3,113 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Cresset Asset Management first reported a position in DVA in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.18M in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Cresset Asset Management held 3,113 shares of DaVita worth $693K as of Q2 2026.
  • Cresset Asset Management sold 130 DaVita shares in Q2 2026, an estimated $23.6K.
  • DaVita made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1048 holding.
  • Cresset Asset Management first reported a position in DaVita in Q4 2018 and has held it in 18 quarters since.
  • Cresset Asset Management's DaVita position peaked at $2.18M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.