HI
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Horizon Investments’s DaVita DVA Stock Holding History

Horizon Investments’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 		$165K Buy
741
+21
+3% +$3.82K ﹤0.01% 1044
2026
Q1 		$111K Buy
720
+25
+4% +$3.39K ﹤0.01% 1072
2025
Q4 		$79K Buy
695
+19
+3% +$2.31K ﹤0.01% 1095
2025
Q3 		$89.8K Sell
676
-6
-0.9% -$824 ﹤0.01% 972
2025
Q2 		$97.2K Buy
682
+51
+8% +$7.22K ﹤0.01% 950
2025
Q1 		$96.5K Buy
631
+2
+0.3% +$314 ﹤0.01% 626
2024
Q4 		$94.1K Buy
629
+4
+0.6% +$627 ﹤0.01% 625
2024
Q3 		$102K Sell
625
-510
-45% -$75.3K ﹤0.01% 620
2024
Q2 		$157K Sell
1,135
-40
-3% -$5.51K ﹤0.01% 583
2024
Q1 		$162K Sell
1,175
-62
-5% -$7.44K ﹤0.01% 582
2023
Q4 		$130K Sell
1,237
-102
-8% -$9.42K ﹤0.01% 592
2023
Q3 		$127K Sell
1,339
-50
-4% -$5.1K ﹤0.01% 592
2023
Q2 		$140K Buy
1,389
+215
+18% +$19.9K ﹤0.01% 583
2023
Q1 		$95.2K Buy
+1,174
New +$94.1K ﹤0.01% 605
2020
Q4 		– Sell
-6,060
Closed -$519K – 170
2020
Q3 		$519K Sell
6,060
-8,506
-58% -$727K 0.02% 286
2020
Q2 		$1.15M Buy
+14,566
New +$1.14M 0.03% 225
2020
Q1 		– Sell
-6,286
Closed -$472K – 345
2019
Q4 		$472K Buy
+6,286
New +$417K 0.02% 301
2019
Q3 		– Sell
-7,018
Closed -$395K – 444
2019
Q2 		$395K Buy
7,018
+2,725
+63% +$141K 0.01% 305
2019
Q1 		$233K Buy
+4,293
New +$238K 0.01% 328

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

Horizon Investments's DVA Position: Q2 2026 in Review

Horizon Investments increased its DaVita (DVA) stake by 2.9% in Q2 2026, buying an estimated $3.82K and bringing the position to 741 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Horizon Investments first reported a position in DVA in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.15M in Q2 2020. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Horizon Investments held 741 shares of DaVita worth $165K as of Q2 2026.
  • Horizon Investments bought 21 DaVita shares in Q2 2026, an estimated $3.82K.
  • DaVita made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1044 holding.
  • Horizon Investments first reported a position in DaVita in Q1 2019 and has held it in 19 quarters since.
  • Horizon Investments's DaVita position peaked at $1.15M in Q2 2020.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.