GIA
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Gladstone Institutional Advisory’s DaVita DVA Stock Holding History

Gladstone Institutional Advisory’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 		$775K Buy
+5,043
New +$684K 0.03% 438

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

Gladstone Institutional Advisory's DVA Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in DaVita (DVA) in Q1 2026: 5,043 shares worth $775K. The stake represents 0.03% of the portfolio and ranks #438 among its holdings.

582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Gladstone Institutional Advisory held 5,043 shares of DaVita worth $775K as of Q1 2026.
  • DaVita was a new Gladstone Institutional Advisory position in Q1 2026.
  • DaVita made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #438 holding.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.