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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
Q2 		$252K Buy
+1,131
New +$206K 0.04% 312
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
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

Maia Wealth's DVA Position: Q2 2026 in Review

Maia Wealth opened a new position in DaVita (DVA) in Q2 2026: 1,131 shares worth $252K. The stake represents 0.04% of the portfolio and ranks #312 among its holdings. This is a return to the name: Maia Wealth previously reported a position in DVA as recently as Q4 2025.

Maia Wealth first reported a position in DVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $427K in Q4 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Maia Wealth held 1,131 shares of DaVita worth $252K as of Q2 2026.
  • DaVita was a new Maia Wealth position in Q2 2026.
  • DaVita made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #312 holding.
  • Maia Wealth first reported a position in DaVita in Q4 2024 and has held it in 6 quarters since.
  • Maia Wealth's DaVita position peaked at $427K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.