EWA
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EverSource Wealth Advisors’s DaVita DVA Stock Holding History

EverSource Wealth Advisors’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 		$164K Buy
736
+150
+26% +$27.3K 0.01% 1110
2026
Q1 		$90.1K Buy
586
+314
+115% +$42.6K ﹤0.01% 1500
2025
Q4 		$30.9K Sell
272
-284
-51% -$34.5K ﹤0.01% 2087
2025
Q3 		$73.9K Sell
556
-837
-60% -$115K ﹤0.01% 1432
2025
Q2 		$198K Sell
1,393
-537
-28% -$76.1K 0.01% 862
2025
Q1 		$295K Buy
1,930
+105
+6% +$16.5K 0.02% 536
2024
Q4 		$273K Buy
1,825
+4
+0.2% +$627 0.02% 537
2024
Q3 		$299K Buy
1,821
+18
+1% +$2.66K 0.02% 449
2024
Q2 		$246K Buy
1,803
+946
+110% +$130K 0.02% 493
2024
Q1 		$119K Buy
857
+668
+353% +$80.1K 0.01% 646
2023
Q4 		$19.8K Buy
189
+2
+1% +$185 ﹤0.01% 1235
2023
Q3 		$17.7K Sell
187
-4
-2% -$408 ﹤0.01% 1172
2023
Q2 		$19.2K Buy
191
+11
+6% +$1.02K ﹤0.01% 1168
2023
Q1 		$14.6K Buy
180
+99
+122% +$7.93K ﹤0.01% 1208
2022
Q4 		$6.05K Buy
81
+35
+76% +$2.72K ﹤0.01% 1528
2022
Q3 		$4K Buy
46
+22
+92% +$1.93K ﹤0.01% 1426
2022
Q2 		$2K Sell
24
-77
-76% -$7.79K ﹤0.01% 1494
2022
Q1 		$12K Buy
101
+42
+71% +$4.71K ﹤0.01% 904
2021
Q4 		$7K Buy
+59
New +$6.34K ﹤0.01% 1101

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's DVA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its DaVita (DVA) stake by 26% in Q2 2026, buying an estimated $27.3K and bringing the position to 736 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #1110.

EverSource Wealth Advisors first reported a position in DVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $299K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • EverSource Wealth Advisors held 736 shares of DaVita worth $164K as of Q2 2026.
  • EverSource Wealth Advisors bought 150 DaVita shares in Q2 2026, an estimated $27.3K.
  • DaVita made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1110 holding.
  • EverSource Wealth Advisors first reported a position in DaVita in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's DaVita position peaked at $299K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.