HB Wealth Management’s DaVita DVA Stock Holding History

HB 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	$538K	Buy	2,420 +515	+27%	+$93.6K	﹤0.01%	1063
2026 Q1	$293K	Buy	+1,905	New	+$258K	﹤0.01%	1249

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HB Wealth Management's DVA Position: Q2 2026 in Review

HB Wealth Management increased its DaVita (DVA) stake by 27% in Q2 2026, buying an estimated $93.6K and bringing the position to 2,420 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

HB Wealth Management first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

HB Wealth Management held 2,420 shares of DaVita worth $538K as of Q2 2026.
HB Wealth Management bought 515 DaVita shares in Q2 2026, an estimated $93.6K.
DaVita made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1063 holding.
HB Wealth Management first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.