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HFM Investment Advisors’s DaVita DVA Stock Holding History

HFM Investment 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 		$2.23K Buy
10
+5
+100% +$909 ﹤0.01% 413
2026
Q1 		$768 Hold
5
– – ﹤0.01% 510
2025
Q4 		$569 Hold
5
– – ﹤0.01% 668
2025
Q3 		$664 Sell
5
-2
-29% -$275 ﹤0.01% 540
2025
Q2 		$997 Buy
7
+5
+250% +$708 ﹤0.01% 357
2025
Q1 		$306 Buy
+2
New +$314 ﹤0.01% 462

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

HFM Investment Advisors's DVA Position: Q2 2026 in Review

HFM Investment Advisors increased its DaVita (DVA) stake by 100% in Q2 2026, buying an estimated $909 and bringing the position to 10 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

HFM Investment Advisors first reported a position in DVA in Q1 2025 and has held it in 6 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • HFM Investment Advisors held 10 shares of DaVita worth $2.23K as of Q2 2026.
  • HFM Investment Advisors bought 5 DaVita shares in Q2 2026, an estimated $909.
  • DaVita made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #413 holding.
  • HFM Investment Advisors first reported a position in DaVita in Q1 2025 and has held it in 6 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.