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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inlet Private Wealth's DVA Position: Q1 2026 in Review

Inlet Private Wealth increased its DaVita (DVA) stake by 1% in Q1 2026, buying an estimated $57K and bringing the position to 40,500 shares worth $6.22M. The position accounts for 1.59% of the portfolio, ranked #19.

Inlet Private Wealth first reported a position in DVA in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.01M in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Inlet Private Wealth held 40,500 shares of DaVita worth $6.22M as of Q1 2026.
  • Inlet Private Wealth bought 420 DaVita shares in Q1 2026, an estimated $57K.
  • DaVita made up 1.59% of Inlet Private Wealth's portfolio in Q1 2026, its #19 holding.
  • Inlet Private Wealth first reported a position in DaVita in Q3 2020 and has held it in 23 quarters since.
  • Inlet Private Wealth's DaVita position peaked at $7.01M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.