JIC
DVA icon

Johnson Investment Counsel’s DaVita DVA Stock Holding History

Johnson Investment Counsel’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 		$685K Sell
4,455
-108
-2% -$14.6K 0.01% 508
2025
Q4 		$518K Buy
4,563
+880
+24% +$107K ﹤0.01% 546
2025
Q3 		$489K Hold
3,683
– – ﹤0.01% 585
2025
Q2 		$525K Hold
3,683
– – ﹤0.01% 538
2025
Q1 		$563K Sell
3,683
-8
-0.2% -$1.26K 0.01% 507
2024
Q4 		$552K Hold
3,691
– – 0.01% 507
2024
Q3 		$605K Hold
3,691
– – 0.01% 482
2024
Q2 		$511K Hold
3,691
– – 0.01% 491
2024
Q1 		$510K Buy
+3,691
New +$443K 0.01% 502
2022
Q4 		– Sell
-3,832
Closed -$317K – 666
2022
Q3 		$317K Hold
3,832
– – ﹤0.01% 526
2022
Q2 		$306K Buy
3,832
+100
+3% +$10.1K ﹤0.01% 547
2022
Q1 		$422K Hold
3,732
– – 0.01% 505
2021
Q4 		$425K Hold
3,732
– – 0.01% 496
2021
Q3 		$434K Buy
3,732
+100
+3% +$12.5K 0.01% 477
2021
Q2 		$437K Sell
3,632
-115
-3% -$13.6K 0.01% 467
2021
Q1 		$404K Buy
3,747
+34
+0.9% +$3.78K 0.01% 458
2020
Q4 		$436K Hold
3,713
– – 0.01% 425
2020
Q3 		$318K Sell
3,713
-122
-3% -$10.4K 0.01% 462
2020
Q2 		$304K Buy
3,835
+1,157
+43% +$90.3K 0.01% 479
2020
Q1 		$204K Buy
+2,678
New +$211K ﹤0.01% 520

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

Johnson Investment Counsel's DVA Position: Q1 2026 in Review

Johnson Investment Counsel reduced its DaVita (DVA) stake by 2.4% in Q1 2026, selling an estimated $14.6K and leaving 4,455 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #508.

Johnson Investment Counsel first reported a position in DVA in Q1 2020 and has held it in 20 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Johnson Investment Counsel held 4,455 shares of DaVita worth $685K as of Q1 2026.
  • Johnson Investment Counsel sold 108 DaVita shares in Q1 2026, an estimated $14.6K.
  • DaVita made up 0.01% of Johnson Investment Counsel's portfolio in Q1 2026, its #508 holding.
  • Johnson Investment Counsel first reported a position in DaVita in Q1 2020 and has held it in 20 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.