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Mather Group’s DaVita DVA Stock Holding History

Mather Group’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 		$158K Buy
+1,027
New +$139K ﹤0.01% 787
2025
Q4 		– Sell
-892
Closed -$119K – 917
2025
Q3 		$119K Buy
+892
New +$122K ﹤0.01% 738
2025
Q2 		– Sell
-1,201
Closed -$184K – 913
2025
Q1 		$184K Buy
1,201
+79
+7% +$12.4K ﹤0.01% 616
2024
Q4 		$168K Buy
1,122
+142
+14% +$22.3K ﹤0.01% 617
2024
Q3 		$161K Sell
980
-10
-1% -$1.48K ﹤0.01% 636
2024
Q2 		$137K Buy
990
+133
+16% +$18.3K ﹤0.01% 716
2024
Q1 		$89.8K Buy
+857
New +$103K ﹤0.01% 727

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's DVA Position: Q1 2026 in Review

Mather Group opened a new position in DaVita (DVA) in Q1 2026: 1,027 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Mather Group previously reported a position in DVA as recently as Q3 2025.

Mather Group first reported a position in DVA in Q1 2024 and has held it in 7 quarters since. The position peaked at $184K in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Mather Group held 1,027 shares of DaVita worth $158K as of Q1 2026.
  • DaVita was a new Mather Group position in Q1 2026.
  • DaVita made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #787 holding.
  • Mather Group first reported a position in DaVita in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's DaVita position peaked at $184K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.