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Empowered Funds’s DaVita DVA Stock Holding History

Empowered Funds’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 		$1.03M Buy
4,641
+1,348
+41% +$245K 0.01% 1450
2026
Q1 		$506K Sell
3,293
-19,673
-86% -$2.67M ﹤0.01% 1640
2025
Q4 		$2.61M Buy
22,966
+18,569
+422% +$2.26M 0.04% 412
2025
Q3 		$584K Sell
4,397
-57,306
-93% -$7.87M 0.01% 1349
2025
Q2 		$8.79M Buy
61,703
+54,891
+806% +$7.78M 0.1% 242
2025
Q1 		$1.04M Sell
6,812
-48,886
-88% -$7.68M 0.01% 976
2024
Q4 		$8.33M Buy
55,698
+49,874
+856% +$7.82M 0.12% 213
2024
Q3 		$955K Buy
5,824
+1,187
+26% +$175K 0.02% 911
2024
Q2 		$643K Buy
4,637
+1,713
+59% +$236K 0.01% 983
2024
Q1 		$404K Buy
+2,924
New +$351K 0.01% 1129
2021
Q2 		– Sell
-24,084
Closed -$2.83M – 242
2021
Q1 		$2.83M Hold
24,084
– – 0.54% 41
2020
Q4 		$2.83M Buy
+24,084
New +$2.45M 0.54% 41
2020
Q3 		– Sell
-15,505
Closed -$1.23M – 124
2020
Q2 		$1.23M Buy
+15,505
New +$1.21M 0.48% 87

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

Empowered Funds's DVA Position: Q2 2026 in Review

Empowered Funds increased its DaVita (DVA) stake by 41% in Q2 2026, buying an estimated $245K and bringing the position to 4,641 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1450.

Empowered Funds first reported a position in DVA in Q2 2020 and has held it in 13 quarters since. The position peaked at $8.79M in Q2 2025. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Empowered Funds held 4,641 shares of DaVita worth $1.03M as of Q2 2026.
  • Empowered Funds bought 1,348 DaVita shares in Q2 2026, an estimated $245K.
  • DaVita made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1450 holding.
  • Empowered Funds first reported a position in DaVita in Q2 2020 and has held it in 13 quarters since.
  • Empowered Funds's DaVita position peaked at $8.79M in Q2 2025.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.