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 Q2	$1.24M	Hold	5,585	–	–	0.3%	86
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 $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

Delta Financial Advisors's DVA Position: Q2 2026 in Review

Delta Financial Advisors held its DaVita (DVA) position steady in Q2 2026 at 5,585 shares worth $1.24M. The position accounts for 0.3% of the portfolio, ranked #86.

Delta Financial Advisors first reported a position in DVA in Q2 2019 and has held it in 29 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Delta Financial Advisors held 5,585 shares of DaVita worth $1.24M as of Q2 2026.
Delta Financial Advisors left its DaVita share count unchanged in Q2 2026.
DaVita made up 0.3% of Delta Financial Advisors's portfolio in Q2 2026, its #86 holding.
Delta Financial Advisors first reported a position in DaVita in Q2 2019 and has held it in 29 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.