FFO
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Fortitude Family Office’s DaVita DVA Stock Holding History

Fortitude Family Office’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 		$17.1K Buy
77
+1
+1% +$182 ﹤0.01% 581
2026
Q1 		$11.7K Buy
76
+48
+171% +$6.51K ﹤0.01% 598
2025
Q4 		$3.18K Sell
28
-19
-40% -$2.31K ﹤0.01% 990
2025
Q3 		$6.25K Buy
47
+2
+4% +$275 ﹤0.01% 737
2025
Q2 		$6.41K Sell
45
-83
-65% -$11.8K ﹤0.01% 698
2025
Q1 		$19.6K Hold
128
– – 0.01% 404
2024
Q4 		$19.1K Hold
128
– – 0.01% 464
2024
Q3 		$21K Hold
128
– – 0.01% 406
2024
Q2 		$17.7K Hold
128
– – 0.01% 320
2024
Q1 		$17.7K Hold
128
– – 0.01% 300
2023
Q4 		$13.4K Buy
+128
New +$11.8K 0.01% 362

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

Fortitude Family Office's DVA Position: Q2 2026 in Review

Fortitude Family Office increased its DaVita (DVA) stake by 1.3% in Q2 2026, buying an estimated $182 and bringing the position to 77 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Fortitude Family Office first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $21K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Fortitude Family Office held 77 shares of DaVita worth $17.1K as of Q2 2026.
  • Fortitude Family Office bought 1 DaVita share in Q2 2026, an estimated $182.
  • DaVita made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #581 holding.
  • Fortitude Family Office first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's DaVita position peaked at $21K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.