Estabrook Capital Management’s DaVita DVA Stock Holding History

Estabrook Capital 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 Q1	$99.9K	Hold	650	–	–	0.01%	151
2025 Q4	$73.8K	Hold	650	–	–	0.01%	167
2025 Q3	$86.4K	Hold	650	–	–	0.01%	159
2025 Q2	$92.6K	Hold	650	–	–	0.01%	153
2025 Q1	$99.4K	Hold	650	–	–	0.02%	154
2024 Q4	$97.2K	Sell	650 -675	-51%	-$106K	0.02%	157
2024 Q3	$217K	Hold	1,325	–	–	0.03%	128
2024 Q2	$184K	Hold	1,325	–	–	0.03%	133
2024 Q1	$183K	Hold	1,325	–	–	0.03%	133
2023 Q4	$139K	Hold	1,325	–	–	0.02%	138
2023 Q3	$125K	Hold	1,325	–	–	0.02%	148
2023 Q2	$133K	Hold	1,325	–	–	0.02%	146
2023 Q1	$107K	Hold	1,325	–	–	0.02%	164
2022 Q4	$98.9K	Hold	1,325	–	–	0.02%	172
2022 Q3	$110K	Hold	1,325	–	–	0.02%	157
2022 Q2	$106K	Hold	1,325	–	–	0.02%	163
2022 Q1	$150K	Hold	1,325	–	–	0.02%	151
2021 Q4	$151K	Buy	+1,325	New	+$142K	0.02%	155

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estabrook Capital Management's DVA Position: Q1 2026 in Review

Estabrook Capital Management held its DaVita (DVA) position steady in Q1 2026 at 650 shares worth $99.9K. The position accounts for 0.01% of the portfolio, ranked #151.

Estabrook Capital Management first reported a position in DVA in Q4 2021 and has held it in 18 quarters since. The position peaked at $217K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Estabrook Capital Management held 650 shares of DaVita worth $99.9K as of Q1 2026.
Estabrook Capital Management left its DaVita share count unchanged in Q1 2026.
DaVita made up 0.01% of Estabrook Capital Management's portfolio in Q1 2026, its #151 holding.
Estabrook Capital Management first reported a position in DaVita in Q4 2021 and has held it in 18 quarters since.
Estabrook Capital Management's DaVita position peaked at $217K in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.