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Financial Strategies Group’s DaVita DVA Stock Holding History

Financial Strategies Group’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 		$1.1M Sell
7,363
-1,181
-14% -$160K 0.18% 51
2025
Q4 		$980K Buy
8,544
+1,498
+21% +$182K 0.18% 54
2025
Q3 		$839K Buy
7,046
+1,590
+29% +$218K 0.16% 55
2025
Q2 		$778K Buy
5,456
+768
+16% +$109K 0.16% 54
2025
Q1 		$686K Buy
4,688
+831
+22% +$131K 0.16% 52
2024
Q4 		$592K Buy
3,857
+722
+23% +$113K 0.14% 52
2024
Q3 		$507K Buy
3,135
+504
+19% +$74.5K 0.12% 55
2024
Q2 		$363K Buy
+2,631
New +$363K 0.09% 65

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 Strategies Group's DVA Position: Q1 2026 in Review

Financial Strategies Group reduced its DaVita (DVA) stake by 14% in Q1 2026, selling an estimated $160K and leaving 7,363 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #51.

Financial Strategies Group first reported a position in DVA in Q2 2024 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Financial Strategies Group held 7,363 shares of DaVita worth $1.1M as of Q1 2026.
  • Financial Strategies Group sold 1,181 DaVita shares in Q1 2026, an estimated $160K.
  • DaVita made up 0.18% of Financial Strategies Group's portfolio in Q1 2026, its #51 holding.
  • Financial Strategies Group first reported a position in DaVita in Q2 2024 and has held it in 8 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.