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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
Q2 		$1.24M Buy
5,564
+27
+0.5% +$4.91K 0.12% 138
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 $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

INVST's DVA Position: Q2 2026 in Review

INVST increased its DaVita (DVA) stake by 0.49% in Q2 2026, buying an estimated $4.91K and bringing the position to 5,564 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #138.

INVST first reported a position in DVA in Q2 2020 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • INVST held 5,564 shares of DaVita worth $1.24M as of Q2 2026.
  • INVST bought 27 DaVita shares in Q2 2026, an estimated $4.91K.
  • DaVita made up 0.12% of INVST's portfolio in Q2 2026, its #138 holding.
  • INVST first reported a position in DaVita in Q2 2020 and has held it in 10 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.