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Lifeworks Advisors’s DaVita DVA Stock Holding History

Lifeworks 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 		$403K Hold
1,810
– – 0.04% 226
2026
Q1 		$278K Hold
1,810
– – 0.04% 255
2025
Q4 		$206K Hold
1,810
– – 0.03% 321
2025
Q3 		$240K Hold
1,810
– – 0.03% 296
2025
Q2 		$258K Sell
1,810
-8
-0.4% -$1.13K 0.04% 269
2025
Q1 		$278K Sell
1,818
-48
-3% -$7.54K 0.05% 254
2024
Q4 		$279K Sell
1,866
-832
-31% -$130K 0.05% 245
2024
Q3 		$442K Sell
2,698
-1,491
-36% -$220K 0.09% 179
2024
Q2 		$580K Sell
4,189
-611
-13% -$84.2K 0.16% 118
2024
Q1 		$663K Sell
4,800
-883
-16% -$106K 0.19% 113
2023
Q4 		$595K Sell
5,683
-329
-5% -$30.4K 0.21% 103
2023
Q3 		$568K Buy
6,012
+1,593
+36% +$162K 0.22% 113
2023
Q2 		$444K Buy
+4,419
New +$410K 0.19% 110

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

Lifeworks Advisors's DVA Position: Q2 2026 in Review

Lifeworks Advisors held its DaVita (DVA) position steady in Q2 2026 at 1,810 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #226.

Lifeworks Advisors first reported a position in DVA in Q2 2023 and has held it in 13 quarters since. The position peaked at $663K in Q1 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Lifeworks Advisors held 1,810 shares of DaVita worth $403K as of Q2 2026.
  • Lifeworks Advisors left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #226 holding.
  • Lifeworks Advisors first reported a position in DaVita in Q2 2023 and has held it in 13 quarters since.
  • Lifeworks Advisors's DaVita position peaked at $663K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.