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Kesler Norman & Wride’s DaVita DVA Stock Holding History

Kesler Norman & Wride’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 		$1.46M Sell
6,560
-256
-4% -$46.5K 0.23% 105
2026
Q1 		$1.05M Buy
6,816
+55
+0.8% +$7.46K 0.18% 124
2025
Q4 		$768K Buy
6,761
+1,887
+39% +$229K 0.13% 161
2025
Q3 		$729K Sell
4,874
-802
-14% -$110K 0.14% 147
2025
Q2 		$809K Buy
5,676
+33
+0.6% +$4.67K 0.14% 155
2025
Q1 		$864K Buy
5,643
+769
+16% +$121K 0.16% 129
2024
Q4 		$729K Buy
4,874
+1,397
+40% +$219K 0.16% 142
2024
Q3 		$571K Buy
+3,477
New +$514K 0.11% 154

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

Kesler Norman & Wride's DVA Position: Q2 2026 in Review

Kesler Norman & Wride reduced its DaVita (DVA) stake by 3.8% in Q2 2026, selling an estimated $46.5K and leaving 6,560 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #105.

Kesler Norman & Wride first reported a position in DVA in Q3 2024 and has held it in 8 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Kesler Norman & Wride held 6,560 shares of DaVita worth $1.46M as of Q2 2026.
  • Kesler Norman & Wride sold 256 DaVita shares in Q2 2026, an estimated $46.5K.
  • DaVita made up 0.23% of Kesler Norman & Wride's portfolio in Q2 2026, its #105 holding.
  • Kesler Norman & Wride first reported a position in DaVita in Q3 2024 and has held it in 8 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.