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Kestra Private Wealth Services’s DaVita DVA Stock Holding History

Kestra Private Wealth 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
Q1 		$238K Buy
+1,548
New +$210K ﹤0.01% 1562
2025
Q4 		– Sell
-1,528
Closed -$203K – 1747
2025
Q3 		$203K Buy
+1,528
New +$210K ﹤0.01% 1550

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

Kestra Private Wealth Services's DVA Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in DaVita (DVA) in Q1 2026: 1,548 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in DVA as recently as Q3 2025.

Kestra Private Wealth Services first reported a position in DVA in Q3 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Kestra Private Wealth Services held 1,548 shares of DaVita worth $238K as of Q1 2026.
  • DaVita was a new Kestra Private Wealth Services position in Q1 2026.
  • DaVita made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1562 holding.
  • Kestra Private Wealth Services first reported a position in DaVita in Q3 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.