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IQ EQ Fund Management’s DaVita DVA Stock Holding History

IQ EQ Fund Management’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 		$1.02M Hold
4,600
– – 0.07% 223
2026
Q1 		$707K Buy
+4,600
New +$624K 0.05% 233
2016
Q2 		– Sell
-8,710
Closed -$678K – 88
2016
Q1 		$678K Hold
8,710
– – 0.12% 86
2015
Q4 		$676K Hold
8,710
– – 0.12% 89
2015
Q3 		$683K Buy
+8,710
New +$675K 0.11% 85

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

IQ EQ Fund Management's DVA Position: Q2 2026 in Review

IQ EQ Fund Management held its DaVita (DVA) position steady in Q2 2026 at 4,600 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #223.

IQ EQ Fund Management first reported a position in DVA in Q3 2015 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • IQ EQ Fund Management held 4,600 shares of DaVita worth $1.02M as of Q2 2026.
  • IQ EQ Fund Management left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.07% of IQ EQ Fund Management's portfolio in Q2 2026, its #223 holding.
  • IQ EQ Fund Management first reported a position in DaVita in Q3 2015 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.