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Keating Financial Advisory Services’s DaVita DVA Stock Holding History

Keating Financial Advisory Services’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 		$6.01K Sell
27
-1
-4% -$182 ﹤0.01% 1460
2026
Q1 		$4.3K Buy
28
+22
+367% +$2.98K ﹤0.01% 1524
2025
Q4 		$682 Buy
+6
New +$730 ﹤0.01% 1897

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

Keating Financial Advisory Services's DVA Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its DaVita (DVA) stake by 3.6% in Q2 2026, selling an estimated $182 and leaving 27 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Keating Financial Advisory Services first reported a position in DVA in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Keating Financial Advisory Services held 27 shares of DaVita worth $6.01K as of Q2 2026.
  • Keating Financial Advisory Services sold 1 DaVita share in Q2 2026, an estimated $182.
  • DaVita made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1460 holding.
  • Keating Financial Advisory Services first reported a position in DaVita in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.