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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
Q2 		$1.2M Buy
5,410
+4
+0.1% +$727 0.04% 351
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 $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

Meridian Wealth Management's DVA Position: Q2 2026 in Review

Meridian Wealth Management increased its DaVita (DVA) stake by 0.07% in Q2 2026, buying an estimated $727 and bringing the position to 5,410 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #351.

Meridian Wealth Management first reported a position in DVA in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Meridian Wealth Management held 5,410 shares of DaVita worth $1.2M as of Q2 2026.
  • Meridian Wealth Management bought 4 DaVita shares in Q2 2026, an estimated $727.
  • DaVita made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Meridian Wealth Management first reported a position in DaVita in Q2 2022 and has held it in 16 quarters since.
  • Meridian Wealth Management's DaVita position peaked at $1.37M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.