Financial Engines Advisors
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Financial Engines Advisors’s DaVita DVA Stock Holding History

Financial Engines 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
Q1 		$2.19M Buy
14,233
+648
+5% +$87.9K ﹤0.01% 217
2025
Q4 		$1.54M Buy
13,585
+494
+4% +$60.1K ﹤0.01% 266
2025
Q3 		$1.74M Sell
13,091
-688
-5% -$94.5K ﹤0.01% 251
2025
Q2 		$1.96M Buy
13,779
+514
+4% +$72.8K ﹤0.01% 222
2025
Q1 		$2.03M Sell
13,265
-1,847
-12% -$290K ﹤0.01% 191
2024
Q4 		$2.26M Buy
15,112
+403
+3% +$63.2K ﹤0.01% 190
2024
Q3 		$2.41M Sell
14,709
-752
-5% -$111K 0.01% 172
2024
Q2 		$2.14M Sell
15,461
-567
-4% -$78.1K ﹤0.01% 166
2024
Q1 		$2.21M Sell
16,028
-286
-2% -$34.3K 0.01% 159
2023
Q4 		$1.71M Buy
16,314
+103
+0.6% +$9.52K ﹤0.01% 153
2023
Q3 		$1.53M Sell
16,211
-44
-0.3% -$4.49K ﹤0.01% 143
2023
Q2 		$1.63M Sell
16,255
-127
-0.8% -$11.8K ﹤0.01% 146
2023
Q1 		$1.33M Sell
16,382
-56
-0.3% -$4.49K ﹤0.01% 163
2022
Q4 		$1.23M Sell
16,438
-2,020
-11% -$157K ﹤0.01% 152
2022
Q3 		$1.53M Sell
18,458
-1,157
-6% -$101K 0.01% 127
2022
Q2 		$1.57M Sell
19,615
-683
-3% -$69.1K ﹤0.01% 129
2022
Q1 		$2.3M Buy
20,298
+1,060
+6% +$119K 0.01% 110
2021
Q4 		$2.19M Sell
19,238
-858
-4% -$92.2K 0.01% 90
2021
Q3 		$2.34M Sell
20,096
-1,629
-7% -$204K 0.01% 80
2021
Q2 		$2.62M Sell
21,725
-2,276
-9% -$269K 0.01% 68
2021
Q1 		$2.59M Buy
24,001
+63
+0.3% +$7K 0.01% 81
2020
Q4 		$2.81M Sell
23,938
-2,822
-11% -$287K 0.01% 80
2020
Q3 		$2.29M Buy
26,760
+1,008
+4% +$86.1K 0.01% 81
2020
Q2 		$2.04M Sell
25,752
-1,513
-6% -$118K 0.01% 79
2020
Q1 		$2.07M Sell
27,265
-3,540
-11% -$278K 0.01% 78
2019
Q4 		$2.31M Buy
30,805
+131
+0.4% +$8.69K 0.01% 73
2019
Q3 		$1.75M Sell
30,674
-3,049
-9% -$177K 0.01% 78
2019
Q2 		$1.9M Sell
33,723
-386
-1% -$20K 0.01% 72
2019
Q1 		$1.85M Buy
34,109
+1,382
+4% +$76.5K 0.01% 74
2018
Q4 		$1.68M Sell
32,727
-2,181
-6% -$140K 0.01% 71
2018
Q3 		$2.5M Sell
34,908
-7,651
-18% -$541K 0.05% 33
2018
Q2 		$2.96M Buy
42,559
+7,266
+21% +$485K 0.07% 32
2018
Q1 		$2.33M Sell
35,293
-4,109
-10% -$302K 0.07% 33
2017
Q4 		$2.85M Sell
39,402
-18,067
-31% -$1.11M 0.08% 29
2017
Q3 		$3.41M Buy
57,469
+26,849
+88% +$1.62M 0.11% 23
2017
Q2 		$1.98M Buy
30,620
+248
+0.8% +$16.4K 0.09% 30
2017
Q1 		$2.06M Sell
30,372
-1,653
-5% -$109K 0.1% 31
2016
Q4 		$2.06M Sell
32,025
-4,813
-13% -$300K 0.1% 27
2016
Q3 		$2.43M Buy
36,838
+696
+2% +$49K 1.94% 18
2016
Q2 		$2.79M Buy
36,142
+6,579
+22% +$497K 2.34% 15
2016
Q1 		$2.17M Sell
29,563
-1,563
-5% -$106K 1.8% 19
2015
Q4 		$2.17M Buy
31,126
+17,451
+128% +$1.28M 1.73% 18
2015
Q3 		$989K Buy
13,675
+838
+7% +$65K 0.7% 23
2015
Q2 		$1.02M Buy
+12,837
New +$1.05M 0.61% 26

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

Financial Engines Advisors's DVA Position: Q1 2026 in Review

Financial Engines Advisors increased its DaVita (DVA) stake by 4.8% in Q1 2026, buying an estimated $87.9K and bringing the position to 14,233 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Financial Engines Advisors first reported a position in DVA in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.41M in Q3 2017. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Financial Engines Advisors held 14,233 shares of DaVita worth $2.19M as of Q1 2026.
  • Financial Engines Advisors bought 648 DaVita shares in Q1 2026, an estimated $87.9K.
  • DaVita made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #217 holding.
  • Financial Engines Advisors first reported a position in DaVita in Q2 2015 and has held it in 44 quarters since.
  • Financial Engines Advisors's DaVita position peaked at $3.41M in Q3 2017.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.