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INVST’s DaVita DVA Stock Holding History

INVST’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 		$851K Buy
+5,537
New +$751K 0.1% 171
2022
Q2 		– Sell
-2,423
Closed -$253K – 188
2022
Q1 		$253K Sell
2,423
-18
-0.7% -$2.02K 0.04% 158
2021
Q4 		$275K Sell
2,441
-2,901
-54% -$312K 0.04% 154
2021
Q3 		$621K Buy
5,342
+117
+2% +$14.7K 0.1% 97
2021
Q2 		$624K Buy
5,225
+578
+12% +$68.4K 0.1% 97
2021
Q1 		$542K Buy
4,647
+301
+7% +$33.4K 0.09% 103
2020
Q4 		$510K Buy
4,346
+781
+22% +$79.6K 0.09% 100
2020
Q3 		$295K Buy
3,565
+423
+13% +$36.1K 0.07% 127
2020
Q2 		$253K Buy
+3,142
New +$245K 0.08% 128

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

INVST's DVA Position: Q1 2026 in Review

INVST opened a new position in DaVita (DVA) in Q1 2026: 5,537 shares worth $851K. The stake represents 0.1% of the portfolio and ranks #171 among its holdings. This is a return to the name: INVST previously reported a position in DVA as recently as Q1 2022.

INVST first reported a position in DVA in Q2 2020 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • INVST held 5,537 shares of DaVita worth $851K as of Q1 2026.
  • DaVita was a new INVST position in Q1 2026.
  • DaVita made up 0.1% of INVST's portfolio in Q1 2026, its #171 holding.
  • INVST first reported a position in DaVita in Q2 2020 and has held it in 9 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.