Maia Wealth’s DaVita DVA Stock Holding History

Maia Wealth’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	–	Sell	-2,429	Closed	-$364K	–	352
2025 Q4	$364K	Hold	2,429	–	–	0.06%	256
2025 Q3	$292K	Sell	2,429 -16	-0.7%	-$2.2K	0.05%	281
2025 Q2	$348K	Buy	2,445 +16	+0.7%	+$2.27K	0.07%	240
2025 Q1	$366K	Sell	2,429 -3	-0.1%	-$471	0.08%	206
2024 Q4	$427K	Buy	+2,432	New	+$381K	0.09%	183

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maia Wealth's DVA Position: Q1 2026 in Review

Maia Wealth sold out of DaVita (DVA) in Q1 2026, closing a stake of 2,429 shares — an estimated $364K sold.

Maia Wealth first reported a position in DVA in Q4 2024 and held it in 5 quarters. The position peaked at $427K in Q4 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Maia Wealth reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
Maia Wealth sold 2,429 DaVita shares in Q1 2026, an estimated $364K.
Maia Wealth first reported a position in DaVita in Q4 2024 and held it in 5 quarters.
Maia Wealth's DaVita position peaked at $427K in Q4 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.