Envestnet Portfolio Solutions
DVA icon

Envestnet Portfolio Solutions’s DaVita DVA Stock Holding History

Envestnet Portfolio Solutions’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 		$268K Buy
+1,206
New +$219K ﹤0.01% 1237
2025
Q1 		– Sell
-18,269
Closed -$2.73M – 1609
2024
Q4 		$2.73M Sell
18,269
-8,519
-32% -$1.34M 0.01% 567
2024
Q3 		$4.39M Sell
26,788
-248
-0.9% -$36.6K 0.01% 421
2024
Q2 		$3.75M Sell
27,036
-2,834
-9% -$391K 0.01% 448
2024
Q1 		$4.12M Buy
29,870
+304
+1% +$36.5K 0.02% 428
2023
Q4 		$3.1M Buy
29,566
+740
+3% +$68.4K 0.01% 467
2023
Q3 		$2.72M Buy
+28,826
New +$2.94M 0.01% 459

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's DVA Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in DaVita (DVA) in Q2 2026: 1,206 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in DVA as recently as Q4 2024.

Envestnet Portfolio Solutions first reported a position in DVA in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.39M in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,206 shares of DaVita worth $268K as of Q2 2026.
  • DaVita was a new Envestnet Portfolio Solutions position in Q2 2026.
  • DaVita made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1237 holding.
  • Envestnet Portfolio Solutions first reported a position in DaVita in Q3 2023 and has held it in 7 quarters since.
  • Envestnet Portfolio Solutions's DaVita position peaked at $4.39M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.