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Legacy Financial Advisors’s DaVita DVA Stock Holding History

Legacy Financial Advisors’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 		$303K Buy
+1,362
New +$247K 0.04% 346
2024
Q4 		– Sell
-1,254
Closed -$206K – 352
2024
Q3 		$206K Buy
+1,254
New +$185K 0.03% 341
2019
Q2 		– Sell
-1,222
Closed -$66K – 328
2019
Q1 		$66K Hold
1,222
– – 0.02% 230
2018
Q4 		$63K Sell
1,222
-17
-1% -$1.09K 0.02% 198
2018
Q3 		$88K Hold
1,239
– – 0.03% 184
2018
Q2 		$89K Buy
1,239
+17
+1% +$1.14K 0.03% 182
2018
Q1 		$77K Sell
1,222
-3,009
-71% -$221K 0.03% 196
2017
Q4 		$305K Buy
+4,231
New +$260K 0.13% 74

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

Legacy Financial Advisors's DVA Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in DaVita (DVA) in Q2 2026: 1,362 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #346 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in DVA as recently as Q3 2024.

Legacy Financial Advisors first reported a position in DVA in Q4 2017 and has held it in 8 quarters since. The position peaked at $305K in Q4 2017. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Legacy Financial Advisors held 1,362 shares of DaVita worth $303K as of Q2 2026.
  • DaVita was a new Legacy Financial Advisors position in Q2 2026.
  • DaVita made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • Legacy Financial Advisors first reported a position in DaVita in Q4 2017 and has held it in 8 quarters since.
  • Legacy Financial Advisors's DaVita position peaked at $305K in Q4 2017.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.