Legacy Bridge’s DaVita DVA Stock Holding History

Legacy Bridge’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	–	Sell	-14	Closed	-$1.59K	–	374
2025 Q4	$1.59K	Buy	+14	New	+$1.7K	﹤0.01%	432
2025 Q2	–	Sell	-1	Closed	-$176	–	321
2025 Q1	$176	Buy	+1	New	+$157	﹤0.01%	287

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Bridge's DVA Position: Q1 2026 in Review

Legacy Bridge sold out of DaVita (DVA) in Q1 2026, closing a stake of 14 shares — an estimated $1.59K sold.

Legacy Bridge first reported a position in DVA in Q1 2025 and held it in 2 quarters. The position peaked at $1.59K in Q4 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Legacy Bridge reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 14 DaVita shares in Q1 2026, an estimated $1.59K.
Legacy Bridge first reported a position in DaVita in Q1 2025 and held it in 2 quarters.
Legacy Bridge's DaVita position peaked at $1.59K in Q4 2025.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.