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InceptionR’s DaVita DVA Stock Holding History

InceptionR’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 		$580K Buy
+2,607
New +$474K 0.14% 268
2026
Q1 		– Sell
-5,975
Closed -$679K – 712
2025
Q4 		$679K Buy
+5,975
New +$727K 0.19% 196
2025
Q1 		– Sell
-4,777
Closed -$714K – 619
2024
Q4 		$714K Buy
+4,777
New +$749K 0.16% 248
2024
Q3 		– Sell
-6,523
Closed -$904K – 691
2024
Q2 		$904K Buy
+6,523
New +$899K 0.26% 125

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

InceptionR's DVA Position: Q2 2026 in Review

InceptionR opened a new position in DaVita (DVA) in Q2 2026: 2,607 shares worth $580K. The stake represents 0.14% of the portfolio and ranks #268 among its holdings. This is a return to the name: InceptionR previously reported a position in DVA as recently as Q4 2025.

InceptionR first reported a position in DVA in Q2 2024 and has held it in 4 quarters since. The position peaked at $904K in Q2 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • InceptionR held 2,607 shares of DaVita worth $580K as of Q2 2026.
  • DaVita was a new InceptionR position in Q2 2026.
  • DaVita made up 0.14% of InceptionR's portfolio in Q2 2026, its #268 holding.
  • InceptionR first reported a position in DaVita in Q2 2024 and has held it in 4 quarters since.
  • InceptionR's DaVita position peaked at $904K in Q2 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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