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Johnson Financial Group Inc (Wisconsin)’s DaVita DVA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$1.23K Hold
8
– – ﹤0.01% 842
2025
Q4 		$909 Sell
8
-107
-93% -$13K ﹤0.01% 894
2025
Q3 		$15.3K Buy
115
+8
+7% +$1.1K ﹤0.01% 737
2025
Q2 		$15.2K Hold
107
– – ﹤0.01% 577
2025
Q1 		$16.4K Hold
107
– – ﹤0.01% 731
2024
Q4 		$18.9K Hold
107
– – ﹤0.01% 596
2024
Q3 		$17.5K Hold
107
– – ﹤0.01% 612
2024
Q2 		$14.8K Hold
107
– – ﹤0.01% 542
2024
Q1 		$14.8K Hold
107
– – ﹤0.01% 521
2023
Q4 		$11.2K Buy
+107
New +$9.89K ﹤0.01% 643
2023
Q3 		– Sell
-42
Closed -$4.22K – 650
2023
Q2 		$4.22K Buy
+42
New +$3.9K ﹤0.01% 588
2022
Q4 		– Sell
-112
Closed -$9K – 634
2022
Q3 		$9K Sell
112
-50
-31% -$4.38K ﹤0.01% 502
2022
Q2 		$13K Buy
162
+45
+38% +$4.55K ﹤0.01% 508
2022
Q1 		$13K Sell
117
-118
-50% -$13.2K ﹤0.01% 558
2021
Q4 		$27K Buy
+235
New +$25.3K ﹤0.01% 533
2014
Q3 		– Sell
-148
Closed -$11K – 768
2014
Q2 		$11K Buy
148
+28
+23% +$1.95K ﹤0.01% 596
2014
Q1 		$8K Sell
120
-28
-19% -$1.86K ﹤0.01% 599
2013
Q4 		$9K Hold
148
– – ﹤0.01% 581
2013
Q3 		$8K Buy
148
+28
+23% +$1.6K ﹤0.01% 573
2013
Q2 		$7K Buy
+120
New +$7.49K ﹤0.01% 593

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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

Johnson Financial Group Inc (Wisconsin)'s DVA Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its DaVita (DVA) position steady in Q1 2026 at 8 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Johnson Financial Group Inc (Wisconsin) first reported a position in DVA in Q2 2013 and has held it in 20 quarters since. The position peaked at $27K in Q4 2021. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 8 shares of DaVita worth $1.23K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) left its DaVita share count unchanged in Q1 2026.
  • DaVita made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #842 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in DaVita in Q2 2013 and has held it in 20 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s DaVita position peaked at $27K in Q4 2021.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.