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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
Q2 		$1.27M Sell
5,355
-2,008
-27% -$365K 0.2% 47
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 $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

Financial Strategies Group's DVA Position: Q2 2026 in Review

Financial Strategies Group reduced its DaVita (DVA) stake by 27% in Q2 2026, selling an estimated $365K and leaving 5,355 shares worth $1.27M. The position accounts for 0.2% of the portfolio, ranked #47.

Financial Strategies Group first reported a position in DVA in Q2 2024 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Financial Strategies Group held 5,355 shares of DaVita worth $1.27M as of Q2 2026.
  • Financial Strategies Group sold 2,008 DaVita shares in Q2 2026, an estimated $365K.
  • DaVita made up 0.2% of Financial Strategies Group's portfolio in Q2 2026, its #47 holding.
  • Financial Strategies Group first reported a position in DaVita in Q2 2024 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.