IFG Advisory’s DaVita DVA Stock Holding History

IFG Advisory’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	$25.4K	Buy	+114	New	+$20.7K	﹤0.01%	1569
2022 Q1	–	Sell	-1,820	Closed	-$207K	–	505
2021 Q4	$207K	Hold	1,820	–	–	0.02%	472
2021 Q3	$211K	Sell	1,820 -506	-22%	-$63.4K	0.02%	456
2021 Q2	$280K	Sell	2,326 -2,502	-52%	-$296K	0.03%	404
2021 Q1	$520K	Sell	4,828 -103	-2%	-$11.4K	0.06%	289
2020 Q4	$578K	Sell	4,931 -103	-2%	-$10.5K	0.08%	244
2020 Q3	$431K	Sell	5,034 -44	-0.9%	-$3.76K	0.07%	256
2020 Q2	$401K	Hold	5,078	–	–	0.07%	247
2020 Q1	$386K	Sell	5,078 -50	-1%	-$3.93K	0.09%	227
2019 Q4	$384K	Hold	5,128	–	–	0.07%	274
2019 Q3	$292K	Buy	5,128 +1,039	+25%	+$60.4K	0.06%	310
2019 Q2	$230K	Buy	+4,089	New	+$212K	0.04%	312
2018 Q4	–	Sell	-3,068	Closed	-$219K	–	331
2018 Q3	$219K	Hold	3,068	–	–	0.04%	347
2018 Q2	$213K	Buy	+3,068	New	+$205K	0.04%	331

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IFG Advisory's DVA Position: Q2 2026 in Review

IFG Advisory opened a new position in DaVita (DVA) in Q2 2026: 114 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DVA as recently as Q4 2021.

IFG Advisory first reported a position in DVA in Q2 2018 and has held it in 14 quarters since. The position peaked at $578K in Q4 2020. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

IFG Advisory held 114 shares of DaVita worth $25.4K as of Q2 2026.
DaVita was a new IFG Advisory position in Q2 2026.
DaVita made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1569 holding.
IFG Advisory first reported a position in DaVita in Q2 2018 and has held it in 14 quarters since.
IFG Advisory's DaVita position peaked at $578K in Q4 2020.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.