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Crestwood Advisors Group’s DaVita DVA Stock Holding History

Crestwood Advisors Group’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
Q1 		$204K Buy
+1,326
New +$180K ﹤0.01% 734

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

Crestwood Advisors Group's DVA Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in DaVita (DVA) in Q1 2026: 1,326 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Crestwood Advisors Group held 1,326 shares of DaVita worth $204K as of Q1 2026.
  • DaVita was a new Crestwood Advisors Group position in Q1 2026.
  • DaVita made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #734 holding.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.