LPL Financial’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.8M | Buy |
18,193
+842
| +5% | +$114K | ﹤0.01% | 3194 |
|
|
2025
Q4 | $1.97M | Sell |
17,351
-19,377
| -53% | -$2.36M | ﹤0.01% | 3427 |
|
|
2025
Q3 | $4.88M | Buy |
36,728
+17,370
| +90% | +$2.38M | ﹤0.01% | 2479 |
|
|
2025
Q2 | $2.76M | Buy |
19,358
+669
| +4% | +$94.8K | ﹤0.01% | 2818 |
|
|
2025
Q1 | $2.86M | Buy |
18,689
+4,968
| +36% | +$781K | ﹤0.01% | 2617 |
|
|
2024
Q4 | $2.05M | Sell |
13,721
-4,836
| -26% | -$758K | ﹤0.01% | 2840 |
|
|
2024
Q3 | $3.04M | Buy |
18,557
+2,928
| +19% | +$433K | ﹤0.01% | 2365 |
|
|
2024
Q2 | $2.17M | Sell |
15,629
-514
| -3% | -$70.8K | ﹤0.01% | 2530 |
|
|
2024
Q1 | $2.23M | Buy |
16,143
+12
| +0.1% | +$1.44K | ﹤0.01% | 2453 |
|
|
2023
Q4 | $1.69M | Buy |
16,131
+78
| +0.5% | +$7.21K | ﹤0.01% | 2571 |
|
|
2023
Q3 | $1.52M | Buy |
16,053
+6,178
| +63% | +$630K | ﹤0.01% | 2548 |
|
|
2023
Q2 | $992K | Buy |
9,875
+573
| +6% | +$53.2K | ﹤0.01% | 2833 |
|
|
2023
Q1 | $754K | Sell |
9,302
-22,361
| -71% | -$1.79M | ﹤0.01% | 2984 |
|
|
2022
Q4 | $2.36M | Buy |
31,663
+109
| +0.3% | +$8.46K | ﹤0.01% | 1947 |
|
|
2022
Q3 | $2.61M | Buy |
31,554
+13,713
| +77% | +$1.2M | ﹤0.01% | 1793 |
|
|
2022
Q2 | $1.43M | Buy |
17,841
+1,635
| +10% | +$165K | ﹤0.01% | 2285 |
|
|
2022
Q1 | $1.83M | Sell |
16,206
-977
| -6% | -$110K | ﹤0.01% | 2121 |
|
|
2021
Q4 | $1.96M | Sell |
17,183
-612
| -3% | -$65.8K | ﹤0.01% | 2105 |
|
|
2021
Q3 | $2.07M | Buy |
17,795
+1,224
| +7% | +$153K | ﹤0.01% | 2015 |
|
|
2021
Q2 | $2M | Buy |
16,571
+4,651
| +39% | +$550K | ﹤0.01% | 1983 |
|
|
2021
Q1 | $1.28M | Sell |
11,920
-1,544
| -11% | -$172K | ﹤0.01% | 2181 |
|
|
2020
Q4 | $1.58M | Buy |
13,464
+607
| +5% | +$61.8K | ﹤0.01% | 1843 |
|
|
2020
Q3 | $1.1M | Buy |
12,857
+3,434
| +36% | +$293K | ﹤0.01% | 1880 |
|
|
2020
Q2 | $746K | Buy |
9,423
+2,296
| +32% | +$179K | ﹤0.01% | 2067 |
|
|
2020
Q1 | $542K | Buy |
7,127
+612
| +9% | +$48.1K | ﹤0.01% | 2048 |
|
|
2019
Q4 | $489K | Buy |
6,515
+1,458
| +29% | +$96.7K | ﹤0.01% | 2389 |
|
|
2019
Q3 | $289K | Buy |
5,057
+771
| +18% | +$44.8K | ﹤0.01% | 2709 |
|
|
2019
Q2 | $241K | Buy |
+4,286
| New | +$222K | ﹤0.01% | 2883 |
|
|
2019
Q1 | – | Sell |
-7,242
| Closed | -$373K | – | 3201 |
|
|
2018
Q4 | $373K | Sell |
7,242
-646
| -8% | -$41.4K | ﹤0.01% | 2286 |
|
|
2018
Q3 | $565K | Sell |
7,888
-100
| -1% | -$7.07K | ﹤0.01% | 2133 |
|
|
2018
Q2 | $555K | Buy |
7,988
+1,782
| +29% | +$119K | ﹤0.01% | 2111 |
|
|
2018
Q1 | $409K | Buy |
+6,206
| New | +$456K | ﹤0.01% | 2333 |
|
|
2017
Q1 | – | Sell |
-3,502
| Closed | -$228K | – | 2720 |
|
|
2016
Q4 | $228K | Buy |
3,502
+106
| +3% | +$6.6K | ﹤0.01% | 2381 |
|
|
2016
Q3 | $218K | Sell |
3,396
-2,660
| -44% | -$187K | ﹤0.01% | 2352 |
|
|
2016
Q2 | $464K | Sell |
6,056
-7,558
| -56% | -$571K | ﹤0.01% | 1738 |
|
|
2016
Q1 | $994K | Sell |
13,614
-510
| -4% | -$34.4K | ﹤0.01% | 1681 |
|
|
2015
Q4 | $976K | Buy |
14,124
+4,978
| +54% | +$365K | ﹤0.01% | 1698 |
|
|
2015
Q3 | $671K | Sell |
9,146
-1,978
| -18% | -$153K | ﹤0.01% | 1547 |
|
|
2015
Q2 | $885K | Sell |
11,124
-851
| -7% | -$69.9K | ﹤0.01% | 1468 |
|
|
2015
Q1 | $959K | Sell |
11,975
-1,211
| -9% | -$92.9K | ﹤0.01% | 1382 |
|
|
2014
Q4 | $999K | Buy |
13,186
+532
| +4% | +$40.1K | 0.01% | 1302 |
|
|
2014
Q3 | $921K | Sell |
12,654
-1,884
| -13% | -$138K | 0.01% | 1324 |
|
|
2014
Q2 | $1.05M | Sell |
14,538
-1,823
| -11% | -$127K | 0.01% | 1283 |
|
|
2014
Q1 | $1.13M | Buy |
16,361
+2,949
| +22% | +$196K | 0.01% | 1189 |
|
|
2013
Q4 | $850K | Buy |
13,412
+1,669
| +14% | +$97.9K | 0.01% | 1343 |
|
|
2013
Q3 | $676K | Sell |
11,743
-427
| -4% | -$24.5K | ﹤0.01% | 1440 |
|
|
2013
Q2 | $735K | Buy |
+12,170
| New | +$760K | 0.01% | 1303 |
|
Other funds holding DVA
VCM
VPM
LPL Financial's DVA Position: Q1 2026 in Review
LPL Financial increased its DaVita (DVA) stake by 4.9% in Q1 2026, buying an estimated $114K and bringing the position to 18,193 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3194.
LPL Financial first reported a position in DVA in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.88M in Q3 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.
- LPL Financial held 18,193 shares of DaVita worth $2.8M as of Q1 2026.
- LPL Financial bought 842 DaVita shares in Q1 2026, an estimated $114K.
- DaVita made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3194 holding.
- LPL Financial first reported a position in DaVita in Q2 2013 and has held it in 47 quarters since.
- LPL Financial's DaVita position peaked at $4.88M in Q3 2025.
- 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.