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Laird Norton Wetherby Trust Company’s DaVita DVA Stock Holding History

Laird Norton Wetherby Trust Company’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 		$695K Buy
3,125
+108
+4% +$19.6K 0.01% 622
2026
Q1 		$464K Sell
3,017
-123
-4% -$16.7K 0.01% 714
2025
Q4 		$357K Buy
+3,140
New +$382K 0.01% 825

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

Laird Norton Wetherby Trust Company's DVA Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its DaVita (DVA) stake by 3.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 3,125 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #622.

Laird Norton Wetherby Trust Company 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.

  • Laird Norton Wetherby Trust Company held 3,125 shares of DaVita worth $695K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 108 DaVita shares in Q2 2026, an estimated $19.6K.
  • DaVita made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #622 holding.
  • Laird Norton Wetherby Trust Company 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 Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.