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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
Q2 		$398K Sell
1,789
-699
-28% -$127K 0.01% 1042
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Evergreen Capital Management reduced its DaVita (DVA) stake by 28% in Q2 2026, selling an estimated $127K and leaving 1,789 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1042.

Evergreen Capital Management first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Evergreen Capital Management held 1,789 shares of DaVita worth $398K as of Q2 2026.
  • Evergreen Capital Management sold 699 DaVita shares in Q2 2026, an estimated $127K.
  • DaVita made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1042 holding.
  • Evergreen Capital Management first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.