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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
Q2 		– Sell
-1,548
Closed -$238K – 1836
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 $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

Kestra Private Wealth Services's DVA Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of DaVita (DVA) in Q2 2026, closing a stake of 1,548 shares — an estimated $238K sold.

Kestra Private Wealth Services first reported a position in DVA in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,548 DaVita shares in Q2 2026, an estimated $238K.
  • Kestra Private Wealth Services first reported a position in DaVita in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's DaVita position peaked at $238K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.