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Halbert Hargrove Global Advisors’s DaVita DVA Stock Holding History

Halbert Hargrove Global Advisors’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 		– Hold
0
– – – 707
2025
Q4 		– Sell
-9
Closed -$1.2K – 476
2025
Q3 		$1.2K Buy
+9
New +$1.24K ﹤0.01% 649

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

Halbert Hargrove Global Advisors's DVA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its DaVita (DVA) position steady in Q2 2026 at 0 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Halbert Hargrove Global Advisors first reported a position in DVA in Q3 2025 and has held it in 1 quarter since. The position peaked at $1.2K in Q3 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Halbert Hargrove Global Advisors held 0 shares of DaVita worth $103 as of Q2 2026.
  • Halbert Hargrove Global Advisors left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #707 holding.
  • Halbert Hargrove Global Advisors first reported a position in DaVita in Q3 2025 and has held it in 1 quarter since.
  • Halbert Hargrove Global Advisors's DaVita position peaked at $1.2K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.