JFGIW
DVA icon

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
Q2 		– Sell
-8
Closed -$1.23K – 851
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

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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s DVA Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of DaVita (DVA) in Q2 2026, closing a stake of 8 shares — an estimated $1.23K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DVA in Q2 2013 and held it in 20 quarters. The position peaked at $27K in Q4 2021. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 8 DaVita shares in Q2 2026, an estimated $1.23K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in DaVita in Q2 2013 and held it in 20 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s DaVita position peaked at $27K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.