Larson Financial Group
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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
Q3 		$88.7K Buy
507
+125
+33% +$25.1K ﹤0.01% 1298
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

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Larson Financial Group's DVA Position: Q3 2026 in Review

Larson Financial Group increased its DaVita (DVA) stake by 33% in Q3 2026, buying an estimated $25.1K and bringing the position to 507 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Larson Financial Group first reported a position in DVA in Q3 2023 and has held it in 13 quarters since. 435 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Larson Financial Group held 507 shares of DaVita worth $88.7K as of Q3 2026.
  • Larson Financial Group bought 125 DaVita shares in Q3 2026, an estimated $25.1K.
  • DaVita made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1298 holding.
  • Larson Financial Group first reported a position in DaVita in Q3 2023 and has held it in 13 quarters since.
  • 435 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.