Jones Financial Companies
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Jones Financial Companies’s DaVita DVA Stock Holding History

Jones Financial Companies’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 		$509K Buy
2,347
+496
+27% +$90.1K ﹤0.01% 2213
2026
Q1 		$286K Buy
1,851
+578
+45% +$78.4K ﹤0.01% 2264
2025
Q4 		$145K Sell
1,273
-235
-16% -$28.6K ﹤0.01% 2055
2025
Q3 		$197K Buy
1,508
+548
+57% +$75.2K ﹤0.01% 1790
2025
Q2 		$136K Buy
960
+447
+87% +$63.3K ﹤0.01% 1806
2025
Q1 		$77.1K Sell
513
-4
-0.8% -$628 ﹤0.01% 1885
2024
Q4 		$77.3K Buy
517
+115
+29% +$18K ﹤0.01% 1714
2024
Q3 		$65.6K Buy
402
+253
+170% +$37.4K ﹤0.01% 1543
2024
Q2 		$20.6K Buy
149
+51
+52% +$7.03K ﹤0.01% 1530
2024
Q1 		$13.5K Buy
+98
New +$11.8K ﹤0.01% 998
2023
Q1 		– Sell
-12
Closed -$1K – 628
2022
Q4 		$1K Buy
+12
New +$932 ﹤0.01% 659
2022
Q3 		– Sell
-28
Closed -$2K – 581
2022
Q2 		$2K Hold
28
– – ﹤0.01% 590
2022
Q1 		$3K Sell
28
-28
-50% -$3.14K ﹤0.01% 618
2021
Q4 		$6K Buy
+56
New +$6.02K ﹤0.01% 616
2021
Q2 		– Sell
-35
Closed -$4K – 667
2021
Q1 		$4K Buy
35
+17
+94% +$1.89K ﹤0.01% 645
2020
Q4 		$2K Buy
+18
New +$1.83K ﹤0.01% 593
2013
Q4 		– Sell
-10
Closed -$1K – 314
2013
Q3 		$1K Buy
+10
New +$573 ﹤0.01% 688

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

Jones Financial Companies's DVA Position: Q2 2026 in Review

Jones Financial Companies increased its DaVita (DVA) stake by 27% in Q2 2026, buying an estimated $90.1K and bringing the position to 2,347 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Jones Financial Companies first reported a position in DVA in Q3 2013 and has held it in 17 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Jones Financial Companies held 2,347 shares of DaVita worth $509K as of Q2 2026.
  • Jones Financial Companies bought 496 DaVita shares in Q2 2026, an estimated $90.1K.
  • DaVita made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2213 holding.
  • Jones Financial Companies first reported a position in DaVita in Q3 2013 and has held it in 17 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.