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Empirical Wealth Management’s DaVita DVA Stock Holding History

Empirical Wealth Management’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 		$340K Sell
1,527
-510
-25% -$92.7K 0.01% 831
2026
Q1 		$313K Sell
2,037
-295
-13% -$40K 0.01% 771
2025
Q4 		$265K Buy
+2,332
New +$284K ﹤0.01% 743

Other funds holding DVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Empirical Wealth Management's DVA Position: Q2 2026 in Review

Empirical Wealth Management reduced its DaVita (DVA) stake by 25% in Q2 2026, selling an estimated $92.7K and leaving 1,527 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #831.

Empirical Wealth Management first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Empirical Wealth Management held 1,527 shares of DaVita worth $340K as of Q2 2026.
  • Empirical Wealth Management sold 510 DaVita shares in Q2 2026, an estimated $92.7K.
  • DaVita made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #831 holding.
  • Empirical Wealth Management first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.