Lido Advisors
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Lido Advisors’s DaVita DVA Stock Holding History

Lido 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 		$952K Buy
4,280
+1,931
+82% +$351K ﹤0.01% 1120
2026
Q1 		$361K Sell
2,349
-121
-5% -$16.4K ﹤0.01% 1473
2025
Q4 		$313K Buy
2,470
+46
+2% +$5.59K ﹤0.01% 1546
2025
Q3 		$322K Buy
2,424
+62
+3% +$8.51K ﹤0.01% 1452
2025
Q2 		$337K Sell
2,362
-442
-16% -$62.6K ﹤0.01% 1282
2025
Q1 		$429K Buy
2,804
+86
+3% +$13.5K ﹤0.01% 1069
2024
Q4 		$406K Buy
2,718
+862
+46% +$135K ﹤0.01% 1078
2024
Q3 		$304K Buy
1,856
+62
+3% +$9.16K ﹤0.01% 1158
2024
Q2 		$249K Buy
+1,794
New +$247K ﹤0.01% 1201
2020
Q3 		– Sell
-50,864
Closed -$4.03M – 656
2020
Q2 		$4.03M Buy
50,864
+29,597
+139% +$2.31M 0.12% 105
2020
Q1 		$1.62M Buy
+21,267
New +$1.67M 0.07% 161
2017
Q3 		– Sell
-4,500
Closed -$291K – 298
2017
Q2 		$291K Buy
4,500
+500
+13% +$33.1K 0.06% 181
2017
Q1 		$262K Buy
+4,000
New +$265K 0.07% 181

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

Lido Advisors's DVA Position: Q2 2026 in Review

Lido Advisors increased its DaVita (DVA) stake by 82% in Q2 2026, buying an estimated $351K and bringing the position to 4,280 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Lido Advisors first reported a position in DVA in Q1 2017 and has held it in 13 quarters since. The position peaked at $4.03M in Q2 2020. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Lido Advisors held 4,280 shares of DaVita worth $952K as of Q2 2026.
  • Lido Advisors bought 1,931 DaVita shares in Q2 2026, an estimated $351K.
  • DaVita made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1120 holding.
  • Lido Advisors first reported a position in DaVita in Q1 2017 and has held it in 13 quarters since.
  • Lido Advisors's DaVita position peaked at $4.03M in Q2 2020.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.