Janney Montgomery Scott
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Janney Montgomery Scott’s DaVita DVA Stock Holding History

Janney Montgomery Scott’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 		– Sell
-5,984
Closed -$680K – 2827
2025
Q4 		$680K Sell
5,984
-1,374
-19% -$167K ﹤0.01% 1993
2025
Q3 		$978K Sell
7,358
-2,969
-29% -$408K ﹤0.01% 1706
2025
Q2 		$1.47M Sell
10,327
-14,853
-59% -$2.1M ﹤0.01% 1358
2025
Q1 		$3.85M Buy
25,180
+160
+0.6% +$25.1K 0.01% 886
2024
Q4 		$3.74M Buy
25,020
+429
+2% +$67.3K 0.01% 881
2024
Q3 		$4.03M Buy
24,591
+3,468
+16% +$512K 0.01% 829
2024
Q2 		$2.93M Buy
21,123
+2,186
+12% +$301K 0.01% 924
2024
Q1 		$2.61M Buy
18,937
+12,064
+176% +$1.45M 0.01% 1029
2023
Q4 		$720K Hold
6,873
– – ﹤0.01% 1653
2023
Q3 		$650K Buy
6,873
+1,031
+18% +$105K ﹤0.01% 1599
2023
Q2 		$587K Buy
5,842
+34
+0.6% +$3.15K ﹤0.01% 1741
2023
Q1 		$471K Sell
5,808
-1,340
-19% -$107K ﹤0.01% 1769
2022
Q4 		$534K Sell
7,148
-15
-0.2% -$1.17K ﹤0.01% 1727
2022
Q3 		$593K Sell
7,163
-553
-7% -$48.5K ﹤0.01% 1587
2022
Q2 		$627K Buy
7,716
+105
+1% +$10.6K ﹤0.01% 1479
2022
Q1 		$861K Buy
7,611
+1,170
+18% +$131K ﹤0.01% 1336
2021
Q4 		$733K Sell
6,441
-11,147
-63% -$1.2M ﹤0.01% 1510
2021
Q3 		$2.04M Sell
17,588
-8,255
-32% -$1.03M 0.01% 938
2021
Q2 		$3.11M Sell
25,843
-361
-1% -$42.7K 0.01% 759
2021
Q1 		$2.82M Buy
26,204
+1,684
+7% +$187K 0.01% 753
2020
Q4 		$2.88M Buy
24,520
+2,143
+10% +$218K 0.01% 737
2020
Q3 		$1.92M Sell
22,377
-578
-3% -$49.4K 0.01% 816
2020
Q2 		$1.82M Sell
22,955
-7,603
-25% -$594K 0.01% 795
2020
Q1 		$2.32M Buy
30,558
+14,616
+92% +$1.15M 0.02% 636
2019
Q4 		$1.2M Buy
15,942
+9,728
+157% +$645K 0.01% 993
2019
Q3 		$355K Sell
6,214
-1,100
-15% -$63.9K ﹤0.01% 1590
2019
Q2 		$411K Sell
7,314
-422
-5% -$21.9K ﹤0.01% 1536
2019
Q1 		$420K Buy
7,736
+34
+0.4% +$1.88K ﹤0.01% 1488
2018
Q4 		$396K Sell
7,702
-1,285
-14% -$82.3K ﹤0.01% 1417
2018
Q3 		$644K Sell
8,987
-10,022
-53% -$709K 0.01% 1307
2018
Q2 		$1.32M Buy
19,009
+811
+4% +$54.2K 0.01% 848
2018
Q1 		$1.2M Buy
18,198
+6,885
+61% +$506K 0.01% 875
2017
Q4 		$817K Buy
11,313
+126
+1% +$7.75K 0.01% 1046
2017
Q3 		$664K Sell
11,187
-1,654
-13% -$99.6K 0.01% 1115
2017
Q2 		$832K Sell
12,841
-420
-3% -$27.8K 0.01% 965
2017
Q1 		$901K Buy
13,261
+3,325
+33% +$220K 0.01% 887
2016
Q4 		$638K Sell
9,936
-223
-2% -$13.9K 0.01% 980
2016
Q3 		$671K Buy
+10,159
New +$715K 0.01% 817
2016
Q2 		– Sell
-11,089
Closed -$814K – 797
2016
Q1 		$814K Sell
11,089
-1,802
-14% -$122K 0.02% 581
2015
Q4 		$899K Sell
12,891
-425
-3% -$31.1K 0.02% 586
2015
Q3 		$963K Buy
13,316
+25
+0.2% +$1.94K 0.03% 551
2015
Q2 		$1.06M Buy
13,291
+1,304
+11% +$107K 0.02% 764
2015
Q1 		$974K Sell
11,987
-786
-6% -$60.3K 0.02% 916
2014
Q4 		$967K Sell
12,773
-2,372
-16% -$179K 0.02% 883
2014
Q3 		$1.11M Buy
15,145
+1,046
+7% +$76.6K 0.02% 783
2014
Q2 		$1.02M Buy
14,099
+2,819
+25% +$196K 0.02% 813
2014
Q1 		$777K Buy
11,280
+784
+7% +$52.1K 0.02% 864
2013
Q4 		$665K Buy
10,496
+720
+7% +$42.3K 0.02% 912
2013
Q3 		$556K Buy
9,776
+5,716
+141% +$327K 0.02% 933
2013
Q2 		$245K Buy
+4,060
New +$254K 0.03% 609

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

Janney Montgomery Scott's DVA Position: Q1 2026 in Review

Janney Montgomery Scott sold out of DaVita (DVA) in Q1 2026, closing a stake of 5,984 shares — an estimated $680K sold.

Janney Montgomery Scott first reported a position in DVA in Q2 2013 and held it in 50 quarters. The position peaked at $4.03M in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Janney Montgomery Scott reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,984 DaVita shares in Q1 2026, an estimated $680K.
  • Janney Montgomery Scott first reported a position in DaVita in Q2 2013 and held it in 50 quarters.
  • Janney Montgomery Scott's DaVita position peaked at $4.03M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.