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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
Q2 		$501K Sell
2,252
-32
-1% -$5.82K 0.1% 140
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 $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

Heartland Bank & Trust's DVA Position: Q2 2026 in Review

Heartland Bank & Trust reduced its DaVita (DVA) stake by 1.4% in Q2 2026, selling an estimated $5.82K and leaving 2,252 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #140.

Heartland Bank & Trust first reported a position in DVA in Q1 2025 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Heartland Bank & Trust held 2,252 shares of DaVita worth $501K as of Q2 2026.
  • Heartland Bank & Trust sold 32 DaVita shares in Q2 2026, an estimated $5.82K.
  • DaVita made up 0.1% of Heartland Bank & Trust's portfolio in Q2 2026, its #140 holding.
  • Heartland Bank & Trust first reported a position in DaVita in Q1 2025 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.