Duncker Streett & Co’s DaVita DVA Stock Holding History

Duncker Streett & Co’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	$69.2K	Hold	450	–	–	0.01%	308
2025 Q4	$51.1K	Hold	450	–	–	0.01%	319
2025 Q3	$59.8K	Hold	450	–	–	0.01%	314
2025 Q2	$64.1K	Hold	450	–	–	0.01%	306
2025 Q1	$68.8K	Hold	450	–	–	0.01%	292
2024 Q4	$67.3K	Hold	450	–	–	0.01%	299
2024 Q3	$73.8K	Hold	450	–	–	0.01%	296
2024 Q2	$62.4K	Hold	450	–	–	0.01%	304
2024 Q1	$62.1K	Hold	450	–	–	0.01%	306
2023 Q4	$47.1K	Hold	450	–	–	0.01%	318
2023 Q3	$42.5K	Hold	450	–	–	0.01%	316
2023 Q2	$45.2K	Hold	450	–	–	0.01%	310
2023 Q1	$36.5K	Hold	450	–	–	0.01%	317
2022 Q4	$33.6K	Hold	450	–	–	0.01%	328
2022 Q3	$37K	Hold	450	–	–	0.01%	315
2022 Q2	$36K	Hold	450	–	–	0.01%	326
2022 Q1	$51K	Hold	450	–	–	0.01%	318
2021 Q4	$51K	Hold	450	–	–	0.01%	339
2021 Q3	$52K	Hold	450	–	–	0.01%	333
2021 Q2	$54K	Hold	450	–	–	0.01%	332
2021 Q1	$48K	Hold	450	–	–	0.01%	342
2020 Q4	$53K	Hold	450	–	–	0.01%	334
2020 Q3	$39K	Sell	450 -180	-29%	-$15.4K	0.01%	334
2020 Q2	$50K	Hold	630	–	–	0.01%	322
2020 Q1	$48K	Hold	630	–	–	0.01%	326
2019 Q4	$47K	Buy	+630	New	+$41.8K	0.01%	357
2019 Q3	–	Sell	-630	Closed	-$35K	–	315
2019 Q2	$35K	Hold	630	–	–	0.01%	395
2019 Q1	$34K	Hold	630	–	–	0.01%	405
2018 Q4	$32K	Hold	630	–	–	0.01%	393
2018 Q3	$45K	Hold	630	–	–	0.01%	400
2018 Q2	$44K	Hold	630	–	–	0.01%	401
2018 Q1	$42K	Hold	630	–	–	0.01%	405
2017 Q4	$46K	Hold	630	–	–	0.01%	400
2017 Q3	$37K	Hold	630	–	–	0.01%	412
2017 Q2	$41K	Hold	630	–	–	0.01%	398
2017 Q1	$43K	Hold	630	–	–	0.01%	406
2016 Q4	$40K	Sell	630 -380	-38%	-$23.7K	0.01%	403
2016 Q3	$67K	Hold	1,010	–	–	0.02%	336
2016 Q2	$78K	Hold	1,010	–	–	0.03%	308
2016 Q1	$74K	Hold	1,010	–	–	0.03%	316
2015 Q4	$70K	Buy	1,010 +450	+80%	+$33K	0.03%	318
2015 Q3	$41K	Hold	560	–	–	0.02%	378
2015 Q2	$45K	Hold	560	–	–	0.02%	385
2015 Q1	$46K	Hold	560	–	–	0.02%	392
2014 Q4	$42K	Hold	560	–	–	0.01%	399
2014 Q3	$41K	Hold	560	–	–	0.01%	397
2014 Q2	$40K	Hold	560	–	–	0.01%	410
2014 Q1	$39K	Hold	560	–	–	0.01%	398
2013 Q4	$35K	Hold	560	–	–	0.01%	395
2013 Q3	$32K	Hold	560	–	–	0.01%	384
2013 Q2	$34K	Buy	+560	New	+$35K	0.01%	381

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

Duncker Streett & Co's DVA Position: Q1 2026 in Review

Duncker Streett & Co held its DaVita (DVA) position steady in Q1 2026 at 450 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #308.

Duncker Streett & Co first reported a position in DVA in Q2 2013 and has held it in 51 quarters since. The position peaked at $78K in Q2 2016. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Duncker Streett & Co held 450 shares of DaVita worth $69.2K as of Q1 2026.
Duncker Streett & Co left its DaVita share count unchanged in Q1 2026.
DaVita made up 0.01% of Duncker Streett & Co's portfolio in Q1 2026, its #308 holding.
Duncker Streett & Co first reported a position in DaVita in Q2 2013 and has held it in 51 quarters since.
Duncker Streett & Co's DaVita position peaked at $78K in Q2 2016.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.