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Fox Hill Wealth Management’s DaVita DVA Stock Holding History

Fox Hill Wealth Management’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 		$1.6M Sell
7,212
-55
-0.8% -$9.99K 0.64% 49
2026
Q1 		$1.12M Buy
7,267
+9
+0.1% +$1.22K 0.54% 57
2025
Q4 		$825K Sell
7,258
-914
-11% -$111K 0.38% 62
2025
Q3 		$1.09M Sell
8,172
-124
-1% -$17K 0.51% 54
2025
Q2 		$1.18M Sell
8,296
-240
-3% -$34K 0.61% 49
2025
Q1 		$1.31M Sell
8,536
-6,800
-44% -$1.07M 0.77% 44
2024
Q4 		$2.29M Sell
15,336
-511
-3% -$80.1K 1.3% 24
2024
Q3 		$2.6M Buy
15,847
+113
+0.7% +$16.7K 1.43% 19
2024
Q2 		$2.18M Hold
15,734
– – 1.33% 21
2024
Q1 		$2.17M Buy
15,734
+9,135
+138% +$1.1M 1.46% 18
2023
Q4 		$691K Buy
+6,599
New +$610K 0.53% 53

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

Fox Hill Wealth Management's DVA Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its DaVita (DVA) stake by 0.76% in Q2 2026, selling an estimated $9.99K and leaving 7,212 shares worth $1.6M. The position accounts for 0.64% of the portfolio, ranked #49.

Fox Hill Wealth Management first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Fox Hill Wealth Management held 7,212 shares of DaVita worth $1.6M as of Q2 2026.
  • Fox Hill Wealth Management sold 55 DaVita shares in Q2 2026, an estimated $9.99K.
  • DaVita made up 0.64% of Fox Hill Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Fox Hill Wealth Management first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • Fox Hill Wealth Management's DaVita position peaked at $2.6M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.