Curated Wealth Partners’s DaVita DVA Stock Holding History

Curated Wealth Partners’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	$4.18M	Hold	18,784	–	–	0.48%	20
2026 Q1	$2.89M	Buy	18,784 +244	+1%	+$33.1K	0.36%	25
2025 Q4	$2.11M	Buy	18,540 +5	+0%	+$608	0.23%	32
2025 Q3	$2.46M	Hold	18,535	–	–	0.3%	23
2025 Q2	$2.64M	Hold	18,535	–	–	0.31%	21
2025 Q1	$2.84M	Hold	18,535	–	–	0.37%	19
2024 Q4	$2.77M	Hold	18,535	–	–	0.32%	17
2024 Q3	$3.04M	Hold	18,535	–	–	0.39%	17
2024 Q2	$2.57M	Buy	+18,535	New	+$2.55M	0.36%	18
2024 Q1	–	Sell	-18,535	Closed	-$2.22M	–	178
2023 Q4	$1.94M	Hold	18,535	–	–	0.32%	22
2023 Q3	$1.75M	Hold	18,535	–	–	0.32%	20
2023 Q2	$1.86M	Hold	18,535	–	–	0.36%	20
2023 Q1	$1.5M	Hold	18,535	–	–	0.34%	21
2022 Q4	$1.38M	Sell	18,535 -30	-0.2%	-$2.33K	0.34%	22
2022 Q3	$1.54M	Buy	18,565 +30	+0.2%	+$2.63K	0.45%	16
2022 Q2	$1.48M	Hold	18,535	–	–	0.44%	17
2022 Q1	$2.11M	Hold	18,535	–	–	0.71%	12
2021 Q4	$2.11M	Hold	18,535	–	–	0.68%	13
2021 Q3	$2.15M	Hold	18,535	–	–	1.2%	11
2021 Q2	$2.23M	Hold	18,535	–	–	1.22%	13
2021 Q1	$2M	Sell	18,535 -2,015	-10%	-$224K	1.23%	15
2020 Q4	$2.41M	Buy	+20,550	New	+$2.09M	1.56%	11

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Curated Wealth Partners's DVA Position: Q2 2026 in Review

Curated Wealth Partners held its DaVita (DVA) position steady in Q2 2026 at 18,784 shares worth $4.18M. The position accounts for 0.48% of the portfolio, ranked #20.

Curated Wealth Partners first reported a position in DVA in Q4 2020 and has held it in 22 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Curated Wealth Partners held 18,784 shares of DaVita worth $4.18M as of Q2 2026.
Curated Wealth Partners left its DaVita share count unchanged in Q2 2026.
DaVita made up 0.48% of Curated Wealth Partners's portfolio in Q2 2026, its #20 holding.
Curated Wealth Partners first reported a position in DaVita in Q4 2020 and has held it in 22 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.