Delta Financial Advisors’s DaVita DVA Stock Holding History

Delta Financial 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 Q1	$858K	Hold	5,585	–	–	0.22%	99
2025 Q4	$635K	Hold	5,585	–	–	0.17%	104
2025 Q3	$742K	Hold	5,585	–	–	0.21%	94
2025 Q2	$796K	Sell	5,585 -60	-1%	-$8.5K	0.28%	78
2025 Q1	$864K	Hold	5,645	–	–	0.32%	74
2024 Q4	$844K	Hold	5,645	–	–	0.31%	76
2024 Q3	$925K	Sell	5,645 -110	-2%	-$16.3K	0.34%	79
2024 Q2	$797K	Hold	5,755	–	–	0.31%	77
2024 Q1	$794K	Hold	5,755	–	–	0.31%	77
2023 Q4	$603K	Hold	5,755	–	–	0.26%	84
2023 Q3	$544K	Hold	5,755	–	–	0.25%	88
2023 Q2	$578K	Sell	5,755 -200	-3%	-$18.6K	0.26%	85
2023 Q1	$483K	Hold	5,955	–	–	0.23%	87
2022 Q4	$445K	Hold	5,955	–	–	0.22%	89
2022 Q3	$493K	Hold	5,955	–	–	0.26%	85
2022 Q2	$476K	Hold	5,955	–	–	0.24%	90
2022 Q1	$674K	Hold	5,955	–	–	0.29%	84
2021 Q4	$677K	Hold	5,955	–	–	0.28%	85
2021 Q3	$692K	Hold	5,955	–	–	0.31%	85
2021 Q2	$717K	Hold	5,955	–	–	0.32%	86
2021 Q1	$642K	Hold	5,955	–	–	0.3%	86
2020 Q4	$699K	Hold	5,955	–	–	0.35%	83
2020 Q3	$510K	Hold	5,955	–	–	0.28%	88
2020 Q2	$471K	Buy	5,955 +105	+2%	+$8.2K	0.28%	86
2020 Q1	$445K	Sell	5,850 -3,985	-41%	-$313K	0.31%	83
2019 Q4	$738K	Hold	9,835	–	–	0.29%	83
2019 Q3	$561K	Buy	9,835 +695	+8%	+$40.4K	0.23%	91
2019 Q2	$514K	Buy	+9,140	New	+$474K	0.21%	93

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Financial Advisors's DVA Position: Q1 2026 in Review

Delta Financial Advisors held its DaVita (DVA) position steady in Q1 2026 at 5,585 shares worth $858K. The position accounts for 0.22% of the portfolio, ranked #99.

Delta Financial Advisors first reported a position in DVA in Q2 2019 and has held it in 28 quarters since. The position peaked at $925K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Delta Financial Advisors held 5,585 shares of DaVita worth $858K as of Q1 2026.
Delta Financial Advisors left its DaVita share count unchanged in Q1 2026.
DaVita made up 0.22% of Delta Financial Advisors's portfolio in Q1 2026, its #99 holding.
Delta Financial Advisors first reported a position in DaVita in Q2 2019 and has held it in 28 quarters since.
Delta Financial Advisors's DaVita position peaked at $925K in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.