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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
Q2 		$991K Hold
4,455
– – 0.01% 466
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 $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 Investment Counsel's DVA Position: Q2 2026 in Review

Johnson Investment Counsel held its DaVita (DVA) position steady in Q2 2026 at 4,455 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #466.

Johnson Investment Counsel first reported a position in DVA in Q1 2020 and has held it in 21 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Johnson Investment Counsel held 4,455 shares of DaVita worth $991K as of Q2 2026.
  • Johnson Investment Counsel left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #466 holding.
  • Johnson Investment Counsel first reported a position in DaVita in Q1 2020 and has held it in 21 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.