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Innealta Capital’s DaVita DVA Stock Holding History

Innealta 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 		$281K Buy
+1,261
New +$229K 0.15% 68
2024
Q3 		– Sell
-142
Closed -$19.7K – 596
2024
Q2 		$19.7K Buy
+142
New +$19.6K 0.01% 660

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

Innealta Capital's DVA Position: Q2 2026 in Review

Innealta Capital opened a new position in DaVita (DVA) in Q2 2026: 1,261 shares worth $281K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings. This is a return to the name: Innealta Capital previously reported a position in DVA as recently as Q2 2024.

Innealta Capital first reported a position in DVA in Q2 2024 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Innealta Capital held 1,261 shares of DaVita worth $281K as of Q2 2026.
  • DaVita was a new Innealta Capital position in Q2 2026.
  • DaVita made up 0.15% of Innealta Capital's portfolio in Q2 2026, its #68 holding.
  • Innealta Capital first reported a position in DaVita in Q2 2024 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Innealta Capital's 13F filing for Q2 2026, filed 4 Aug 2026.