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Heartland Bank & Trust’s DaVita DVA Stock Holding History

Heartland Bank & Trust’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 		$351K Buy
+2,284
New +$310K 0.08% 151
2025
Q4 		– Sell
-2,244
Closed -$298K – 163
2025
Q3 		$298K Sell
2,244
-1
-0% -$137 0.12% 139
2025
Q2 		$320K Sell
2,245
-60
-3% -$8.5K 0.15% 135
2025
Q1 		$353K Buy
+2,305
New +$362K 0.18% 120

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

Heartland Bank & Trust's DVA Position: Q1 2026 in Review

Heartland Bank & Trust opened a new position in DaVita (DVA) in Q1 2026: 2,284 shares worth $351K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Heartland Bank & Trust previously reported a position in DVA as recently as Q3 2025.

Heartland Bank & Trust first reported a position in DVA in Q1 2025 and has held it in 4 quarters since. The position peaked at $353K in Q1 2025. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Heartland Bank & Trust held 2,284 shares of DaVita worth $351K as of Q1 2026.
  • DaVita was a new Heartland Bank & Trust position in Q1 2026.
  • DaVita made up 0.08% of Heartland Bank & Trust's portfolio in Q1 2026, its #151 holding.
  • Heartland Bank & Trust first reported a position in DaVita in Q1 2025 and has held it in 4 quarters since.
  • Heartland Bank & Trust's DaVita position peaked at $353K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.