Everence Capital Management’s DaVita DVA Stock Holding History

Everence 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 Q2	$280K	Buy	+1,258	New	+$229K	0.01%	667
2024 Q4	–	Sell	-3,750	Closed	-$615K	–	879
2024 Q3	$615K	Hold	3,750	–	–	0.04%	358
2024 Q2	$521K	Hold	3,750	–	–	0.04%	374
2024 Q1	$518K	Hold	3,750	–	–	0.03%	399
2023 Q4	$393K	Buy	+3,750	New	+$346K	0.03%	481
2021 Q4	–	Sell	-5,090	Closed	-$592K	–	769
2021 Q3	$592K	Hold	5,090	–	–	0.05%	342
2021 Q2	$613K	Hold	5,090	–	–	0.05%	333
2021 Q1	$549K	Buy	5,090 +2,570	+102%	+$286K	0.05%	343
2020 Q4	$296K	Buy	+2,520	New	+$257K	0.03%	527
2017 Q4	–	Sell	-5,270	Closed	-$313K	–	430
2017 Q3	$313K	Hold	5,270	–	–	0.07%	289
2017 Q2	$341K	Hold	5,270	–	–	0.08%	267
2017 Q1	$358K	Hold	5,270	–	–	0.09%	254
2016 Q4	$338K	Sell	5,270 -1,194	-18%	-$74.4K	0.1%	249
2016 Q3	$427K	Hold	6,464	–	–	0.13%	206
2016 Q2	$500K	Hold	6,464	–	–	0.15%	196
2016 Q1	$474K	Hold	6,464	–	–	0.15%	188
2015 Q4	$451K	Hold	6,464	–	–	0.15%	196
2015 Q3	$468K	Hold	6,464	–	–	0.16%	177
2015 Q2	$514K	Buy	6,464 +2,172	+51%	+$178K	0.17%	178
2015 Q1	$320K	Hold	4,292	–	–	0.11%	227
2014 Q4	$325K	Hold	4,292	–	–	0.11%	224
2014 Q3	$321K	Hold	4,292	–	–	0.12%	207
2014 Q2	$310K	Hold	4,292	–	–	0.12%	213
2014 Q1	$296K	Hold	4,292	–	–	0.12%	214
2013 Q4	$272K	Hold	4,292	–	–	0.11%	223
2013 Q3	$244K	Hold	4,292	–	–	0.1%	226
2013 Q2	$259K	Buy	+4,292	New	+$268K	0.12%	204

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 $3.37T AUM 44.26% 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

Everence Capital Management's DVA Position: Q2 2026 in Review

Everence Capital Management opened a new position in DaVita (DVA) in Q2 2026: 1,258 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in DVA as recently as Q3 2024.

Everence Capital Management first reported a position in DVA in Q2 2013 and has held it in 27 quarters since. The position peaked at $615K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Everence Capital Management held 1,258 shares of DaVita worth $280K as of Q2 2026.
DaVita was a new Everence Capital Management position in Q2 2026.
DaVita made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #667 holding.
Everence Capital Management first reported a position in DaVita in Q2 2013 and has held it in 27 quarters since.
Everence Capital Management's DaVita position peaked at $615K in Q3 2024.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.