LFG
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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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