Measured Wealth Private Client Group’s DaVita DVA Stock Holding History

Measured Wealth Private Client 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	$434K	Buy	+1,952	New	+$355K	0.11%	125
2026 Q1	–	Sell	-98	Closed	-$11.1K	–	737
2025 Q4	$11.1K	Sell	98 -13	-12%	-$1.58K	﹤0.01%	551
2025 Q3	$14.7K	Buy	+111	New	+$15.2K	﹤0.01%	520
2025 Q2	–	Sell	-3,221	Closed	-$493K	–	185
2025 Q1	$493K	Buy	3,221 +732	+29%	+$115K	0.16%	93
2024 Q4	$372K	Buy	2,489 +826	+50%	+$130K	0.12%	111
2024 Q3	$273K	Buy	+1,663	New	+$246K	0.09%	144

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Measured Wealth Private Client Group's DVA Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in DaVita (DVA) in Q2 2026: 1,952 shares worth $434K. The stake represents 0.11% of the portfolio and ranks #125 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in DVA as recently as Q4 2025.

Measured Wealth Private Client Group first reported a position in DVA in Q3 2024 and has held it in 6 quarters since. The position peaked at $493K in Q1 2025. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Measured Wealth Private Client Group held 1,952 shares of DaVita worth $434K as of Q2 2026.
DaVita was a new Measured Wealth Private Client Group position in Q2 2026.
DaVita made up 0.11% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #125 holding.
Measured Wealth Private Client Group first reported a position in DaVita in Q3 2024 and has held it in 6 quarters since.
Measured Wealth Private Client Group's DaVita position peaked at $493K in Q1 2025.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.