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Inlet Private Wealth’s DaVita DVA Stock Holding History

Inlet Private Wealth’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 		$9M Sell
40,475
-25
-0.1% -$4.54K 2.19% 12
2026
Q1 		$6.22M Buy
40,500
+420
+1% +$57K 1.59% 19
2025
Q4 		$4.55M Sell
40,080
-1,775
-4% -$216K 1.06% 29
2025
Q3 		$5.56M Buy
41,855
+1,515
+4% +$208K 1.26% 26
2025
Q2 		$5.75M Hold
40,340
– – 1.41% 24
2025
Q1 		$6.17M Buy
40,340
+400
+1% +$62.8K 1.6% 19
2024
Q4 		$5.97M Sell
39,940
-2,800
-7% -$439K 1.58% 18
2024
Q3 		$7.01M Sell
42,740
-200
-0.5% -$29.5K 1.78% 16
2024
Q2 		$5.95M Sell
42,940
-300
-0.7% -$41.3K 1.63% 17
2024
Q1 		$5.97M Sell
43,240
-300
-0.7% -$36K 1.67% 19
2023
Q4 		$4.56M Sell
43,540
-1,810
-4% -$167K 1.4% 26
2023
Q3 		$4.29M Sell
45,350
-225
-0.5% -$22.9K 1.41% 22
2023
Q2 		$4.58M Buy
45,575
+575
+1% +$53.4K 1.16% 28
2023
Q1 		$3.65M Sell
45,000
-450
-1% -$36.1K 0.95% 33
2022
Q4 		$3.39M Sell
45,450
-2,740
-6% -$213K 0.87% 40
2022
Q3 		$3.99M Buy
48,190
+1,700
+4% +$149K 1.19% 25
2022
Q2 		$3.72M Buy
46,490
+4,325
+10% +$438K 1.06% 32
2022
Q1 		$4.77M Buy
42,165
+10
+0% +$1.12K 1.19% 22
2021
Q4 		$4.8M Buy
42,155
+23,370
+124% +$2.51M 1.16% 29
2021
Q3 		$2.18M Hold
18,785
– – 0.59% 58
2021
Q2 		$2.26M Hold
18,785
– – 0.59% 58
2021
Q1 		$2.02M Hold
18,785
– – 0.58% 58
2020
Q4 		$2.21M Hold
18,785
– – 0.72% 51
2020
Q3 		$1.61M Buy
+18,785
New +$1.6M 0.63% 56

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

Inlet Private Wealth's DVA Position: Q2 2026 in Review

Inlet Private Wealth reduced its DaVita (DVA) stake by 0.06% in Q2 2026, selling an estimated $4.54K and leaving 40,475 shares worth $9M. The position accounts for 2.19% of the portfolio, ranked #12.

Inlet Private Wealth first reported a position in DVA in Q3 2020 and has held it in 24 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Inlet Private Wealth held 40,475 shares of DaVita worth $9M as of Q2 2026.
  • Inlet Private Wealth sold 25 DaVita shares in Q2 2026, an estimated $4.54K.
  • DaVita made up 2.19% of Inlet Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Inlet Private Wealth first reported a position in DaVita in Q3 2020 and has held it in 24 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.