LA
DVA icon

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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Lifeworks Advisors's DVA Position: Q1 2026 in Review

Lifeworks Advisors held its DaVita (DVA) position steady in Q1 2026 at 1,810 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #255.

Lifeworks Advisors first reported a position in DVA in Q2 2023 and has held it in 12 quarters since. The position peaked at $663K in Q1 2024. 583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Lifeworks Advisors held 1,810 shares of DaVita worth $278K as of Q1 2026.
  • Lifeworks Advisors left its DaVita share count unchanged in Q1 2026.
  • DaVita made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #255 holding.
  • Lifeworks Advisors first reported a position in DaVita in Q2 2023 and has held it in 12 quarters since.
  • Lifeworks Advisors's DaVita position peaked at $663K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.