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Evergreen Capital Management’s DaVita DVA Stock Holding History

Evergreen 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 		$382K Buy
2,488
+639
+35% +$86.7K 0.01% 956
2025
Q4 		$210K Buy
+1,849
New +$225K ﹤0.01% 1286

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evergreen Capital Management increased its DaVita (DVA) stake by 35% in Q1 2026, buying an estimated $86.7K and bringing the position to 2,488 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #956.

Evergreen Capital Management first reported a position in DVA in Q4 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Evergreen Capital Management held 2,488 shares of DaVita worth $382K as of Q1 2026.
  • Evergreen Capital Management bought 639 DaVita shares in Q1 2026, an estimated $86.7K.
  • DaVita made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #956 holding.
  • Evergreen Capital Management first reported a position in DaVita in Q4 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

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