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Hughes Financial Services’s DaVita DVA Stock Holding History

Hughes Financial Services’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 		$34.9K Buy
157
+5
+3% +$909 ﹤0.01% 209
2026
Q1 		$23.4K Buy
+152
New +$20.6K ﹤0.01% 230
2025
Q3 		– Sell
-42
Closed -$5.37K – 1054
2025
Q2 		$5.37K Buy
42
+3
+8% +$425 ﹤0.01% 388
2025
Q1 		$5.92K Buy
+39
New +$6.13K ﹤0.01% 378

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

Hughes Financial Services's DVA Position: Q2 2026 in Review

Hughes Financial Services increased its DaVita (DVA) stake by 3.3% in Q2 2026, buying an estimated $909 and bringing the position to 157 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Hughes Financial Services first reported a position in DVA in Q1 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Hughes Financial Services held 157 shares of DaVita worth $34.9K as of Q2 2026.
  • Hughes Financial Services bought 5 DaVita shares in Q2 2026, an estimated $909.
  • DaVita made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #209 holding.
  • Hughes Financial Services first reported a position in DaVita in Q1 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.