Essential Partners’s DaVita DVA Stock Holding History

Essential 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	$24.7K	Buy	111 +23	+26%	+$4.18K	0.01%	831
2026 Q1	$13.5K	Buy	+88	New	+$11.9K	﹤0.01%	1097

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Essential Partners's DVA Position: Q2 2026 in Review

Essential Partners increased its DaVita (DVA) stake by 26% in Q2 2026, buying an estimated $4.18K and bringing the position to 111 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #831.

Essential Partners first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Essential Partners held 111 shares of DaVita worth $24.7K as of Q2 2026.
Essential Partners bought 23 DaVita shares in Q2 2026, an estimated $4.18K.
DaVita made up 0.01% of Essential Partners's portfolio in Q2 2026, its #831 holding.
Essential Partners first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.