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
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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return