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CX Institutional’s DaVita DVA Stock Holding History

CX Institutional’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 		$552K Buy
2,480
+178
+8% +$32.3K 0.02% 450
2026
Q1 		$354K Buy
2,302
+263
+13% +$35.7K 0.01% 552
2025
Q4 		$232K Buy
2,039
+485
+31% +$59K 0.01% 660
2025
Q3 		$206K Sell
1,554
-45
-3% -$6.18K 0.01% 687
2025
Q2 		$228K Sell
1,599
-15
-0.9% -$2.13K 0.01% 584
2025
Q1 		$247K Buy
1,614
+169
+12% +$26.6K 0.01% 526
2024
Q4 		$216K Sell
1,445
-28
-2% -$4.39K 0.01% 501
2024
Q3 		$241K Sell
1,473
-7
-0.5% -$1.03K 0.01% 509
2024
Q2 		$205K Buy
+1,480
New +$204K 0.01% 534
2022
Q3 		– Sell
-171
Closed -$14K – 640
2022
Q2 		$14K Buy
+171
New +$17.3K ﹤0.01% 896
2021
Q4 		– Sell
-237
Closed -$28K – 480
2021
Q3 		$28K Sell
237
-14
-6% -$1.75K ﹤0.01% 683
2021
Q2 		$30K Buy
251
+44
+21% +$5.21K ﹤0.01% 661
2021
Q1 		$22K Buy
207
+48
+30% +$5.33K ﹤0.01% 655
2020
Q4 		$19K Buy
159
+39
+33% +$3.97K ﹤0.01% 618
2020
Q3 		$10K Buy
120
+18
+18% +$1.54K ﹤0.01% 667
2020
Q2 		$8K Buy
102
+50
+96% +$3.9K ﹤0.01% 591
2020
Q1 		$4K Buy
52
+10
+24% +$786 ﹤0.01% 575
2019
Q4 		$3K Hold
42
– – ﹤0.01% 622
2019
Q3 		$2K Buy
42
+24
+133% +$1.39K ﹤0.01% 722
2019
Q2 		$1K Sell
18
-5
-22% -$259 ﹤0.01% 833
2019
Q1 		$1K Buy
+23
New +$1.27K ﹤0.01% 736

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

CX Institutional's DVA Position: Q2 2026 in Review

CX Institutional increased its DaVita (DVA) stake by 7.7% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,480 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #450.

CX Institutional first reported a position in DVA in Q1 2019 and has held it in 21 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • CX Institutional held 2,480 shares of DaVita worth $552K as of Q2 2026.
  • CX Institutional bought 178 DaVita shares in Q2 2026, an estimated $32.3K.
  • DaVita made up 0.02% of CX Institutional's portfolio in Q2 2026, its #450 holding.
  • CX Institutional first reported a position in DaVita in Q1 2019 and has held it in 21 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.