HCM
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Hollencrest Capital Management’s DaVita DVA Stock Holding History

Hollencrest Capital 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 		$578K Sell
2,596
-193
-7% -$35.1K 0.04% 204
2026
Q1 		$429K Buy
2,789
+150
+6% +$20.3K 0.02% 237
2025
Q4 		$300K Hold
2,639
– – 0.01% 267
2025
Q3 		$351K Hold
2,639
– – 0.01% 253
2025
Q2 		$376K Hold
2,639
– – 0.02% 221
2025
Q1 		$404K Hold
2,639
– – 0.02% 211
2024
Q4 		$395K Buy
2,639
+50
+2% +$7.84K 0.02% 226
2024
Q3 		$424K Hold
2,589
– – 0.02% 223
2024
Q2 		$359K Hold
2,589
– – 0.02% 231
2024
Q1 		$357K Hold
2,589
– – 0.02% 223
2023
Q4 		$271K Hold
2,589
– – 0.03% 257
2023
Q3 		$245K Hold
2,589
– – 0.03% 254
2023
Q2 		$260K Hold
2,589
– – 0.03% 258
2023
Q1 		$210K Hold
2,589
– – 0.02% 277
2022
Q4 		$193K Hold
2,589
– – 0.02% 251
2022
Q3 		$214K Hold
2,589
– – 0.03% 236
2022
Q2 		$207K Hold
2,589
– – 0.02% 269
2022
Q1 		$293K Hold
2,589
– – 0.03% 264
2021
Q4 		$295K Hold
2,589
– – 0.02% 274
2021
Q3 		$301K Hold
2,589
– – 0.03% 269
2021
Q2 		$312K Hold
2,589
– – 0.03% 264
2021
Q1 		$279K Hold
2,589
– – 0.03% 272
2020
Q4 		$304K Hold
2,589
– – 0.03% 244
2020
Q3 		$222K Buy
+2,589
New +$221K 0.03% 272

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 $3.38T AUM 44.17% 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

Hollencrest Capital Management's DVA Position: Q2 2026 in Review

Hollencrest Capital Management reduced its DaVita (DVA) stake by 6.9% in Q2 2026, selling an estimated $35.1K and leaving 2,596 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #204.

Hollencrest Capital Management first reported a position in DVA in Q3 2020 and has held it in 24 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Hollencrest Capital Management held 2,596 shares of DaVita worth $578K as of Q2 2026.
  • Hollencrest Capital Management sold 193 DaVita shares in Q2 2026, an estimated $35.1K.
  • DaVita made up 0.04% of Hollencrest Capital Management's portfolio in Q2 2026, its #204 holding.
  • Hollencrest Capital Management first reported a position in DaVita in Q3 2020 and has held it in 24 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.