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Edgestream Partners’s DaVita DVA Stock Holding History

Edgestream Partners’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 		– Sell
-2,588
Closed -$398K – 1006
2026
Q1 		$398K Buy
+2,588
New +$351K 0.01% 770
2025
Q4 		– Sell
-24,010
Closed -$3.19M – 989
2025
Q3 		$3.19M Sell
24,010
-20,744
-46% -$2.85M 0.09% 400
2025
Q2 		$6.38M Buy
+44,754
New +$6.34M 0.18% 223
2024
Q4 		– Sell
-33,188
Closed -$5.44M – 908
2024
Q3 		$5.44M Buy
+33,188
New +$4.9M 0.24% 117
2024
Q2 		– Sell
-1,794
Closed -$248K – 893
2024
Q1 		$248K Sell
1,794
-1,290
-42% -$155K 0.01% 750
2023
Q4 		$323K Buy
+3,084
New +$285K 0.02% 703
2022
Q3 		– Sell
-17,649
Closed -$1.41M – 487
2022
Q2 		$1.41M Sell
17,649
-153
-0.9% -$15.5K 0.11% 263
2022
Q1 		$2.01M Sell
17,802
-4,333
-20% -$486K 0.16% 212
2021
Q4 		$2.52M Buy
22,135
+19,454
+726% +$2.09M 0.16% 194
2021
Q3 		$312K Buy
+2,681
New +$336K 0.02% 427
2021
Q2 		– Sell
-2,260
Closed -$244K – 462
2021
Q1 		$244K Buy
+2,260
New +$251K 0.01% 357
2019
Q2 		– Sell
-48,061
Closed -$2.61M – 242
2019
Q1 		$2.61M Sell
48,061
-17,313
-26% -$958K 0.38% 84
2018
Q4 		$3.36M Buy
+65,374
New +$4.19M 0.59% 59
2015
Q3 		– Sell
-4,535
Closed -$360K – 67
2015
Q2 		$360K Buy
+4,535
New +$372K 0.25% 85

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

Edgestream Partners's DVA Position: Q2 2026 in Review

Edgestream Partners sold out of DaVita (DVA) in Q2 2026, closing a stake of 2,588 shares — an estimated $398K sold.

Edgestream Partners first reported a position in DVA in Q2 2015 and held it in 14 quarters. The position peaked at $6.38M in Q2 2025. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Edgestream Partners reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 2,588 DaVita shares in Q2 2026, an estimated $398K.
  • Edgestream Partners first reported a position in DaVita in Q2 2015 and held it in 14 quarters.
  • Edgestream Partners's DaVita position peaked at $6.38M in Q2 2025.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.