JWA
DVA icon

JFS Wealth Advisors’s DaVita DVA Stock Holding History

JFS Wealth Advisors’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 Buy
46
+8
+21% +$1.45K ﹤0.01% 996
2026
Q1 		$5.84K Sell
38
-21
-36% -$2.85K ﹤0.01% 1139
2025
Q4 		$6.7K Buy
59
+14
+31% +$1.7K ﹤0.01% 1126
2025
Q3 		$5.98K Sell
45
-3
-6% -$412 ﹤0.01% 1053
2025
Q2 		$6.84K Sell
48
-3
-6% -$425 ﹤0.01% 980
2025
Q1 		$7.8K Buy
51
+2
+4% +$314 ﹤0.01% 963
2024
Q4 		$7.33K Hold
49
– – ﹤0.01% 964
2024
Q3 		$8.03K Sell
49
-1
-2% -$148 ﹤0.01% 934
2024
Q2 		$6.93K Buy
50
+6
+14% +$827 ﹤0.01% 922
2024
Q1 		$6.08K Buy
44
+11
+33% +$1.32K ﹤0.01% 1032
2023
Q4 		$3.46K Sell
33
-30
-48% -$2.77K ﹤0.01% 1206
2023
Q3 		$5.96K Buy
63
+9
+17% +$918 ﹤0.01% 918
2023
Q2 		$5.43K Buy
54
+33
+157% +$3.06K ﹤0.01% 963
2023
Q1 		$1.7K Sell
21
-26
-55% -$2.08K ﹤0.01% 1423
2022
Q4 		$3.51K Sell
47
-17
-27% -$1.32K ﹤0.01% 1140
2022
Q3 		$5K Buy
64
+45
+237% +$3.95K ﹤0.01% 974
2022
Q2 		$2K Sell
19
-53
-74% -$5.36K ﹤0.01% 1306
2022
Q1 		$8K Buy
72
+46
+177% +$5.16K ﹤0.01% 858
2021
Q4 		$3K Buy
+26
New +$2.79K ﹤0.01% 928

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

JFS Wealth Advisors's DVA Position: Q2 2026 in Review

JFS Wealth Advisors increased its DaVita (DVA) stake by 21% in Q2 2026, buying an estimated $1.45K and bringing the position to 46 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

JFS Wealth Advisors first reported a position in DVA in Q4 2021 and has held it in 19 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of DaVita worth $10.2K as of Q2 2026.
  • JFS Wealth Advisors bought 8 DaVita shares in Q2 2026, an estimated $1.45K.
  • DaVita made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #996 holding.
  • JFS Wealth Advisors first reported a position in DaVita in Q4 2021 and has held it in 19 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.