Decision Investments’s DaVita DVA Stock Holding History

Decision Investments’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	$667K	Buy	3,000 +19	+0.6%	+$3.45K	0.61%	33
2026 Q1	$458K	Sell	2,981 -218	-7%	-$29.6K	0.52%	39
2025 Q4	$363K	Buy	+3,199	New	+$389K	0.4%	48

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

Decision Investments's DVA Position: Q2 2026 in Review

Decision Investments increased its DaVita (DVA) stake by 0.64% in Q2 2026, buying an estimated $3.45K and bringing the position to 3,000 shares worth $667K. The position accounts for 0.61% of the portfolio, ranked #33.

Decision Investments first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Decision Investments held 3,000 shares of DaVita worth $667K as of Q2 2026.
Decision Investments bought 19 DaVita shares in Q2 2026, an estimated $3.45K.
DaVita made up 0.61% of Decision Investments's portfolio in Q2 2026, its #33 holding.
Decision Investments first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Decision Investments's 13F filing for Q2 2026, filed 13 Jul 2026.