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J. Safra Asset Management’s DaVita DVA Stock Holding History

J. Safra Asset 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 		$10.2K Hold
46
– – ﹤0.01% 400
2026
Q1 		$7.07K Buy
+46
New +$6.24K ﹤0.01% 409
2016
Q3 		– Sell
-979
Closed -$76K – 176
2016
Q2 		$76K Sell
979
-19,942
-95% -$1.51M 0.12% 72
2016
Q1 		$1.53M Buy
20,921
+11,538
+123% +$779K 1.25% 23
2015
Q4 		$654K Buy
+9,383
New +$687K 0.5% 50

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

J. Safra Asset Management's DVA Position: Q2 2026 in Review

J. Safra Asset Management held its DaVita (DVA) position steady in Q2 2026 at 46 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

J. Safra Asset Management first reported a position in DVA in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.53M in Q1 2016. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • J. Safra Asset Management held 46 shares of DaVita worth $10.2K as of Q2 2026.
  • J. Safra Asset Management left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #400 holding.
  • J. Safra Asset Management first reported a position in DaVita in Q4 2015 and has held it in 5 quarters since.
  • J. Safra Asset Management's DaVita position peaked at $1.53M in Q1 2016.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.