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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
Q2 		$214K Sell
960
-67
-7% -$12.2K ﹤0.01% 755
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 $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

Mather Group's DVA Position: Q2 2026 in Review

Mather Group reduced its DaVita (DVA) stake by 6.5% in Q2 2026, selling an estimated $12.2K and leaving 960 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Mather Group first reported a position in DVA in Q1 2024 and has held it in 8 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Mather Group held 960 shares of DaVita worth $214K as of Q2 2026.
  • Mather Group sold 67 DaVita shares in Q2 2026, an estimated $12.2K.
  • DaVita made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #755 holding.
  • Mather Group first reported a position in DaVita in Q1 2024 and has held it in 8 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.