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MassMutual Private Wealth & Trust’s DaVita DVA Stock Holding History

MassMutual Private Wealth & Trust’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 		$25.8K Sell
116
-4
-3% -$727 ﹤0.01% 1034
2026
Q1 		$18.4K Sell
120
-7
-6% -$949 ﹤0.01% 1116
2025
Q4 		$14.4K Buy
127
+7
+6% +$851 ﹤0.01% 1247
2025
Q3 		$15.9K Sell
120
-10
-8% -$1.37K ﹤0.01% 1215
2025
Q2 		$18.5K Sell
130
-55
-30% -$7.79K ﹤0.01% 1133
2025
Q1 		$28.3K Buy
185
+31
+20% +$4.87K ﹤0.01% 905
2024
Q4 		$23K Buy
154
+53
+52% +$8.31K ﹤0.01% 962
2024
Q3 		$16.6K Buy
101
+18
+22% +$2.66K ﹤0.01% 960
2024
Q2 		$11.5K Buy
83
+7
+9% +$965 ﹤0.01% 1046
2024
Q1 		$10.5K Sell
76
-2
-3% -$240 ﹤0.01% 1030
2023
Q4 		$8.17K Sell
78
-23
-23% -$2.13K ﹤0.01% 1089
2023
Q3 		$9.55K Buy
101
+17
+20% +$1.73K ﹤0.01% 1024
2023
Q2 		$8.44K Sell
84
-2
-2% -$186 ﹤0.01% 1014
2023
Q1 		$6.97K Buy
86
+39
+83% +$3.13K ﹤0.01% 1052
2022
Q4 		$4K Sell
47
-51
-52% -$3.96K ﹤0.01% 1059
2022
Q3 		$8K Buy
98
+51
+109% +$4.47K ﹤0.01% 805
2022
Q2 		$4K Buy
47
+41
+683% +$4.15K ﹤0.01% 953
2022
Q1 		$1K Buy
+6
New +$674 ﹤0.01% 1305
2021
Q4 		– Sell
-11
Closed -$1K – 1414
2021
Q3 		$1K Hold
11
– – ﹤0.01% 1159
2021
Q2 		$1K Buy
+11
New +$1.3K ﹤0.01% 1123
2020
Q3 		– Sell
-34
Closed -$2.9K – 747
2020
Q2 		$3K Buy
+34
New +$2.65K ﹤0.01% 634
2016
Q2 		$619 Sell
8
-93
-92% -$7.03K ﹤0.01% 726
2016
Q1 		$7.41K Buy
+101
New +$6.82K ﹤0.01% 579

Other funds holding DVA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MassMutual Private Wealth & Trust's DVA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its DaVita (DVA) stake by 3.3% in Q2 2026, selling an estimated $727 and leaving 116 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

MassMutual Private Wealth & Trust first reported a position in DVA in Q1 2016 and has held it in 23 quarters since. The position peaked at $28.3K in Q1 2025. 202 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 116 shares of DaVita worth $25.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 4 DaVita shares in Q2 2026, an estimated $727.
  • DaVita made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1034 holding.
  • MassMutual Private Wealth & Trust first reported a position in DaVita in Q1 2016 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's DaVita position peaked at $28.3K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.