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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
Q2 		$326K Buy
1,465
+139
+10% +$25.3K ﹤0.01% 651
2026
Q1 		$204K Buy
+1,326
New +$180K ﹤0.01% 734

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

Crestwood Advisors Group's DVA Position: Q2 2026 in Review

Crestwood Advisors Group increased its DaVita (DVA) stake by 10% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,465 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Crestwood Advisors Group first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Crestwood Advisors Group held 1,465 shares of DaVita worth $326K as of Q2 2026.
  • Crestwood Advisors Group bought 139 DaVita shares in Q2 2026, an estimated $25.3K.
  • DaVita made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #651 holding.
  • Crestwood Advisors Group first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.