Mark Sheptoff Financial Planning’s DaVita DVA Stock Holding History

Mark Sheptoff Financial Planning’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	$62.8K	Hold	400	–	–	0.03%	160
2025 Q4	$45.4K	Hold	400	–	–	0.02%	202
2025 Q3	$53.1K	Hold	400	–	–	0.03%	188
2025 Q2	$57K	Hold	400	–	–	0.03%	177
2025 Q1	$61.2K	Hold	400	–	–	0.03%	156
2024 Q4	$59.8K	Hold	400	–	–	0.03%	161
2024 Q3	$65.6K	Sell	400 -257	-39%	-$38K	0.03%	153
2024 Q2	$91K	Buy	657 +257	+64%	+$35.4K	0.05%	142
2024 Q1	$55.2K	Hold	400	–	–	0.03%	164
2023 Q4	$41.9K	Hold	400	–	–	0.03%	176
2023 Q3	$37.8K	Hold	400	–	–	0.02%	166
2023 Q2	$40.2K	Hold	400	–	–	0.02%	178
2023 Q1	$32.4K	Hold	400	–	–	0.02%	180
2022 Q4	$29.9K	Hold	400	–	–	0.02%	186
2022 Q3	$33K	Hold	400	–	–	0.02%	171
2022 Q2	$32K	Hold	400	–	–	0.02%	183
2022 Q1	$45K	Hold	400	–	–	0.02%	186
2021 Q4	$46K	Hold	400	–	–	0.02%	184
2021 Q3	$47K	Hold	400	–	–	0.03%	185
2021 Q2	$48K	Hold	400	–	–	0.03%	188
2021 Q1	$43K	Hold	400	–	–	0.02%	176
2020 Q4	$47K	Hold	400	–	–	0.03%	161
2020 Q3	$34K	Hold	400	–	–	0.02%	162
2020 Q2	$32K	Hold	400	–	–	0.02%	171
2020 Q1	$30K	Hold	400	–	–	0.02%	158
2019 Q4	$30K	Hold	400	–	–	0.02%	186
2019 Q3	$23K	Hold	400	–	–	0.02%	197
2019 Q2	$23K	Sell	400 -200	-33%	-$10.4K	0.02%	203
2019 Q1	$33K	Hold	600	–	–	0.02%	175
2018 Q4	$31K	Hold	600	–	–	0.03%	160
2018 Q3	$43K	Hold	600	–	–	0.03%	175
2018 Q2	$42K	Hold	600	–	–	0.03%	169
2018 Q1	$40K	Sell	600 -600	-50%	-$44.1K	0.03%	177
2017 Q4	$87K	Sell	1,200 -400	-25%	-$24.6K	0.06%	147
2017 Q3	$95K	Sell	1,600 -7,900	-83%	-$475K	0.06%	144
2017 Q2	$615K	Sell	9,500 -1,201	-11%	-$79.5K	0.42%	60
2017 Q1	$727K	Sell	10,701 -11,599	-52%	-$768K	0.52%	49
2016 Q4	$1.43M	Sell	22,300 -11,550	-34%	-$719K	1.06%	26
2016 Q3	$2.24M	Sell	33,850 -3,287	-9%	-$231K	1.66%	17
2016 Q2	$2.87M	Sell	37,137 -100	-0.3%	-$7.56K	2.15%	10
2016 Q1	$2.73M	Sell	37,237 -700	-2%	-$47.3K	2.22%	11
2015 Q4	$2.65M	Buy	37,937 +100	+0.3%	+$7.33K	2.14%	10
2015 Q3	$2.74M	Buy	37,837 +137	+0.4%	+$10.6K	2.4%	8
2015 Q2	$3M	Buy	37,700 +600	+2%	+$49.3K	2.42%	8
2015 Q1	$3.02M	Buy	37,100 +100	+0.3%	+$7.67K	2.51%	7
2014 Q4	$2.8M	Buy	37,000 +600	+2%	+$45.2K	2.48%	8
2014 Q3	$2.66M	Buy	36,400 +1,100	+3%	+$80.5K	2.35%	8
2014 Q2	$2.55M	Hold	35,300	–	–	2.18%	9
2014 Q1	$2.43M	Buy	+35,300	New	+$2.35M	2.15%	9

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

Mark Sheptoff Financial Planning's DVA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its DaVita (DVA) position steady in Q1 2026 at 400 shares worth $62.8K. The position accounts for 0.03% of the portfolio, ranked #160.

Mark Sheptoff Financial Planning first reported a position in DVA in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.02M in Q1 2015. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Mark Sheptoff Financial Planning held 400 shares of DaVita worth $62.8K as of Q1 2026.
Mark Sheptoff Financial Planning left its DaVita share count unchanged in Q1 2026.
DaVita made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #160 holding.
Mark Sheptoff Financial Planning first reported a position in DaVita in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's DaVita position peaked at $3.02M in Q1 2015.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.