MBL Wealth
DVA icon

MBL Wealth’s DaVita DVA Stock Holding History

MBL 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
Q3 		$358K Buy
+2,047
New +$411K 0.02% 408

Other funds holding DVA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

MBL Wealth's DVA Position: Q3 2026 in Review

MBL Wealth opened a new position in DaVita (DVA) in Q3 2026: 2,047 shares worth $358K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

463 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • MBL Wealth held 2,047 shares of DaVita worth $358K as of Q3 2026.
  • DaVita was a new MBL Wealth position in Q3 2026.
  • DaVita made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #408 holding.
  • 463 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.