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Meridian Wealth Management’s DaVita DVA Stock Holding History

Meridian Wealth Management’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 		$831K Buy
5,406
+22
+0.4% +$2.98K 0.03% 388
2025
Q4 		$612K Buy
5,384
+5
+0.1% +$608 0.02% 459
2025
Q3 		$715K Sell
5,379
-1,097
-17% -$151K 0.03% 400
2025
Q2 		$923K Sell
6,476
-705
-10% -$99.9K 0.04% 326
2025
Q1 		$1.1M Sell
7,181
-1,566
-18% -$246K 0.05% 276
2024
Q4 		$1.31M Buy
8,747
+406
+5% +$63.7K 0.06% 242
2024
Q3 		$1.37M Buy
8,341
+1,073
+15% +$159K 0.07% 226
2024
Q2 		$1.01M Buy
+7,268
New +$1M 0.12% 116
2024
Q1 		– Sell
-5,921
Closed -$620K – 282
2023
Q4 		$620K Buy
5,921
+166
+3% +$15.3K 0.04% 336
2023
Q3 		$544K Sell
5,755
-452
-7% -$46.1K 0.03% 348
2023
Q2 		$624K Sell
6,207
-126
-2% -$11.7K 0.05% 284
2023
Q1 		$514K Sell
6,333
-125
-2% -$10K 0.04% 314
2022
Q4 		$482K Buy
6,458
+100
+2% +$7.77K 0.05% 309
2022
Q3 		$526K Sell
6,358
-6,472
-50% -$568K 0.06% 267
2022
Q2 		$1.03M Buy
+12,830
New +$1.3M 0.08% 245

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

Meridian Wealth Management's DVA Position: Q1 2026 in Review

Meridian Wealth Management increased its DaVita (DVA) stake by 0.41% in Q1 2026, buying an estimated $2.98K and bringing the position to 5,406 shares worth $831K. The position accounts for 0.03% of the portfolio, ranked #388.

Meridian Wealth Management first reported a position in DVA in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Meridian Wealth Management held 5,406 shares of DaVita worth $831K as of Q1 2026.
  • Meridian Wealth Management bought 22 DaVita shares in Q1 2026, an estimated $2.98K.
  • DaVita made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #388 holding.
  • Meridian Wealth Management first reported a position in DaVita in Q2 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's DaVita position peaked at $1.37M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.