Focus Partners Wealth
DVA icon

Focus Partners Wealth’s DaVita DVA Stock Holding History

Focus Partners Wealth’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 		$4.13M Buy
18,572
+2,303
+14% +$418K ﹤0.01% 1047
2026
Q1 		$2.5M Sell
16,269
-111
-0.7% -$15.1K ﹤0.01% 1219
2025
Q4 		$1.86M Buy
16,380
+13,461
+461% +$1.64M ﹤0.01% 1352
2025
Q3 		$387K Sell
2,919
-668
-19% -$91.7K ﹤0.01% 1716
2025
Q2 		$511K Buy
3,587
+114
+3% +$16.1K ﹤0.01% 1431
2025
Q1 		$531K Sell
3,473
-272
-7% -$42.7K ﹤0.01% 1320
2024
Q4 		$560K Sell
3,745
-84,043
-96% -$13.2M ﹤0.01% 1274
2024
Q3 		$1.69M Buy
87,788
+85,202
+3,295% +$12.6M 0.01% 814
2024
Q2 		$358K Buy
+2,586
New +$356K ﹤0.01% 1022

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

Focus Partners Wealth's DVA Position: Q2 2026 in Review

Focus Partners Wealth increased its DaVita (DVA) stake by 14% in Q2 2026, buying an estimated $418K and bringing the position to 18,572 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Focus Partners Wealth first reported a position in DVA in Q2 2024 and has held it in 9 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Focus Partners Wealth held 18,572 shares of DaVita worth $4.13M as of Q2 2026.
  • Focus Partners Wealth bought 2,303 DaVita shares in Q2 2026, an estimated $418K.
  • DaVita made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1047 holding.
  • Focus Partners Wealth first reported a position in DaVita in Q2 2024 and has held it in 9 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.