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Larson Financial Group’s DaVita DVA Stock Holding History

Larson Financial Group’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 		$85K Buy
382
+18
+5% +$3.27K ﹤0.01% 1260
2026
Q1 		$55.9K Buy
364
+200
+122% +$27.1K ﹤0.01% 1299
2025
Q4 		$18.6K Buy
164
+160
+4,000% +$19.5K ﹤0.01% 1764
2025
Q3 		$531 Buy
4
+3
+300% +$412 ﹤0.01% 3089
2025
Q2 		$142 Sell
1
-3
-75% -$425 ﹤0.01% 3118
2025
Q1 		$612 Buy
4
+3
+300% +$471 ﹤0.01% 2520
2024
Q4 		$150 Hold
1
– – ﹤0.01% 2516
2024
Q3 		$164 Hold
1
– – ﹤0.01% 2423
2024
Q2 		$139 Hold
1
– – ﹤0.01% 2176
2024
Q1 		$138 Sell
1
-50
-98% -$6K ﹤0.01% 1672
2023
Q4 		$5.34K Buy
51
+1
+2% +$92 ﹤0.01% 1170
2023
Q3 		$4.73K Buy
+50
New +$5.1K ﹤0.01% 1189

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

Larson Financial Group's DVA Position: Q2 2026 in Review

Larson Financial Group increased its DaVita (DVA) stake by 4.9% in Q2 2026, buying an estimated $3.27K and bringing the position to 382 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Larson Financial Group first reported a position in DVA in Q3 2023 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Larson Financial Group held 382 shares of DaVita worth $85K as of Q2 2026.
  • Larson Financial Group bought 18 DaVita shares in Q2 2026, an estimated $3.27K.
  • DaVita made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1260 holding.
  • Larson Financial Group first reported a position in DaVita in Q3 2023 and has held it in 12 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.