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Crewe Advisors’s DaVita DVA Stock Holding History

Crewe Advisors’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 		$2.45K Buy
+11
New +$2K ﹤0.01% 977
2024
Q4 		– Sell
-66
Closed -$10.8K – 686
2024
Q3 		$10.8K Hold
66
– – ﹤0.01% 482
2024
Q2 		$9.15K Hold
66
– – ﹤0.01% 712
2024
Q1 		$9.11K Hold
66
– – ﹤0.01% 630
2023
Q4 		$6.92K Buy
+66
New +$6.1K ﹤0.01% 236
2023
Q1 		– Sell
-15
Closed -$1.12K – 875
2022
Q4 		$1.12K Sell
15
-56
-79% -$4.35K ﹤0.01% 915
2022
Q3 		$6K Buy
71
+7
+11% +$614 ﹤0.01% 790
2022
Q2 		$5K Buy
+64
New +$6.48K ﹤0.01% 747
2020
Q4 		– Sell
-20
Closed -$2K – 509
2020
Q3 		$2K Buy
+20
New +$1.71K ﹤0.01% 492

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

Crewe Advisors's DVA Position: Q2 2026 in Review

Crewe Advisors opened a new position in DaVita (DVA) in Q2 2026: 11 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in DVA as recently as Q3 2024.

Crewe Advisors first reported a position in DVA in Q3 2020 and has held it in 9 quarters since. The position peaked at $10.8K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Crewe Advisors held 11 shares of DaVita worth $2.45K as of Q2 2026.
  • DaVita was a new Crewe Advisors position in Q2 2026.
  • DaVita made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #977 holding.
  • Crewe Advisors first reported a position in DaVita in Q3 2020 and has held it in 9 quarters since.
  • Crewe Advisors's DaVita position peaked at $10.8K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.