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
2024 Q2	–	Sell	-18,535	Closed	-$2.56M	–	174
2024 Q1	$2.56M	Buy	+18,535	New	+$2.22M	0.38%	17

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.