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DiNuzzo Private Wealth’s DaVita DVA Stock Holding History

DiNuzzo Private Wealth’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 		$2.89K Hold
13
– – ﹤0.01% 550
2026
Q1 		$2K Hold
13
– – ﹤0.01% 646
2025
Q4 		$1.48K Sell
13
-1
-7% -$122 ﹤0.01% 747
2025
Q3 		$1.93K Hold
14
– – ﹤0.01% 640
2025
Q2 		$2K Hold
14
– – ﹤0.01% 617
2025
Q1 		$2.14K Sell
14
-1
-7% -$157 ﹤0.01% 578
2024
Q4 		$2.24K Hold
15
– – ﹤0.01% 560
2024
Q3 		$2.46K Hold
15
– – ﹤0.01% 535
2024
Q2 		$2.08K Buy
15
+2
+15% +$276 ﹤0.01% 506
2024
Q1 		$1.79K Buy
13
+1
+8% +$120 ﹤0.01% 511
2023
Q4 		$1.26K Buy
+12
New +$1.11K ﹤0.01% 616

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

DiNuzzo Private Wealth's DVA Position: Q2 2026 in Review

DiNuzzo Private Wealth held its DaVita (DVA) position steady in Q2 2026 at 13 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

DiNuzzo Private Wealth first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • DiNuzzo Private Wealth held 13 shares of DaVita worth $2.89K as of Q2 2026.
  • DiNuzzo Private Wealth left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #550 holding.
  • DiNuzzo Private Wealth first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.