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Integrated Wealth Concepts’s DaVita DVA Stock Holding History

Integrated Wealth Concepts’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 		$3.99M Buy
17,924
+13,943
+350% +$2.53M 0.02% 674
2026
Q1 		$612K Buy
3,981
+881
+28% +$119K ﹤0.01% 1424
2025
Q4 		$352K Sell
3,100
-4,092
-57% -$498K ﹤0.01% 1254
2025
Q3 		$956K Buy
7,192
+459
+7% +$63K 0.01% 1008
2025
Q2 		$959K Buy
6,733
+2,647
+65% +$375K 0.01% 942
2025
Q1 		$625K Sell
4,086
-761
-16% -$120K 0.01% 1043
2024
Q4 		$725K Sell
4,847
-5,068
-51% -$795K 0.01% 963
2024
Q3 		$1.63M Buy
9,915
+4,452
+81% +$658K 0.02% 604
2024
Q2 		$757K Sell
5,463
-684
-11% -$94.3K 0.01% 879
2024
Q1 		$849K Sell
6,147
-601
-9% -$72.1K 0.01% 830
2023
Q4 		$707K Buy
6,748
+15
+0.2% +$1.39K 0.01% 859
2023
Q3 		$636K Sell
6,733
-72
-1% -$7.34K 0.01% 878
2023
Q2 		$684K Buy
6,805
+362
+6% +$33.6K 0.01% 839
2023
Q1 		$523K Sell
6,443
-581
-8% -$46.6K 0.01% 839
2022
Q4 		$524K Sell
7,024
-472
-6% -$36.7K 0.01% 652
2022
Q3 		$620K Buy
7,496
+307
+4% +$26.9K 0.02% 534
2022
Q2 		$575K Sell
7,189
-81
-1% -$8.2K 0.02% 564
2022
Q1 		$822K Sell
7,270
-425
-6% -$47.7K 0.03% 440
2021
Q4 		$875K Sell
7,695
-40
-0.5% -$4.3K 0.03% 469
2021
Q3 		$899K Buy
7,735
+1,581
+26% +$198K 0.03% 423
2021
Q2 		$741K Sell
6,154
-167
-3% -$19.8K 0.03% 436
2021
Q1 		$681K Sell
6,321
-392
-6% -$43.6K 0.03% 395
2020
Q4 		$788K Sell
6,713
-75
-1% -$7.64K 0.04% 294
2020
Q3 		$581K Sell
6,788
-341
-5% -$29.1K 0.04% 311
2020
Q2 		$564K Buy
+7,129
New +$557K 0.04% 259

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

Integrated Wealth Concepts's DVA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its DaVita (DVA) stake by 350% in Q2 2026, buying an estimated $2.53M and bringing the position to 17,924 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #674.

Integrated Wealth Concepts first reported a position in DVA in Q2 2020 and has held it in 25 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Integrated Wealth Concepts held 17,924 shares of DaVita worth $3.99M as of Q2 2026.
  • Integrated Wealth Concepts bought 13,943 DaVita shares in Q2 2026, an estimated $2.53M.
  • DaVita made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #674 holding.
  • Integrated Wealth Concepts first reported a position in DaVita in Q2 2020 and has held it in 25 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.