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IEQ Capital’s DaVita DVA Stock Holding History

IEQ Capital’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 		$7.9M Buy
35,510
+25,162
+243% +$4.57M 0.04% 387
2026
Q1 		$1.59M Buy
+10,348
New +$1.4M 0.01% 855
2025
Q1 		– Sell
-1,707
Closed -$255K – 1645
2024
Q4 		$255K Sell
1,707
-3,288
-66% -$516K ﹤0.01% 1090
2024
Q3 		$819K Buy
4,995
+336
+7% +$49.6K 0.01% 596
2024
Q2 		$646K Buy
4,659
+154
+3% +$21.2K 0.01% 584
2024
Q1 		$622K Buy
4,505
+1,829
+68% +$219K 0.01% 570
2023
Q4 		$280K Sell
2,676
-1,202
-31% -$111K ﹤0.01% 745
2023
Q3 		$367K Buy
+3,878
New +$396K 0.01% 662
2023
Q2 		– Sell
-3,299
Closed -$268K – 920
2023
Q1 		$268K Buy
+3,299
New +$264K 0.01% 752

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

IEQ Capital's DVA Position: Q2 2026 in Review

IEQ Capital increased its DaVita (DVA) stake by 243% in Q2 2026, buying an estimated $4.57M and bringing the position to 35,510 shares worth $7.9M. The position accounts for 0.04% of the portfolio, ranked #387.

IEQ Capital first reported a position in DVA in Q1 2023 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • IEQ Capital held 35,510 shares of DaVita worth $7.9M as of Q2 2026.
  • IEQ Capital bought 25,162 DaVita shares in Q2 2026, an estimated $4.57M.
  • DaVita made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #387 holding.
  • IEQ Capital first reported a position in DaVita in Q1 2023 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.