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Dunhill Financial’s DaVita DVA Stock Holding History

Dunhill Financial’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 		$1.05K Hold
4
– – ﹤0.01% 1001
2026
Q1 		$768 Sell
4
-1
-20% -$136 ﹤0.01% 1023
2025
Q4 		$570 Buy
5
+1
+25% +$122 ﹤0.01% 914
2025
Q3 		$486 Buy
4
+1
+33% +$137 ﹤0.01% 852
2025
Q2 		$553 Sell
3
-9
-75% -$1.27K ﹤0.01% 842
2025
Q1 		$1.84K Sell
12
-1
-8% -$157 ﹤0.01% 750
2024
Q4 		$1.92K Buy
13
+3
+30% +$470 ﹤0.01% 714
2024
Q3 		$1.69K Buy
10
+5
+100% +$739 ﹤0.01% 743
2024
Q2 		$640 Buy
5
+1
+25% +$138 ﹤0.01% 737
2024
Q1 		$494 Buy
4
+1
+33% +$120 ﹤0.01% 711
2023
Q4 		$326 Buy
+3
New +$277 ﹤0.01% 704

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

Dunhill Financial's DVA Position: Q2 2026 in Review

Dunhill Financial held its DaVita (DVA) position steady in Q2 2026 at 4 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Dunhill Financial first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.92K in Q4 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Dunhill Financial held 4 shares of DaVita worth $1.05K as of Q2 2026.
  • Dunhill Financial left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1001 holding.
  • Dunhill Financial first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's DaVita position peaked at $1.92K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.