MWM
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Mission Wealth Management’s DaVita DVA Stock Holding History

Mission 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 		$1.25M Sell
5,618
-975
-15% -$177K 0.02% 416
2026
Q1 		$1.01M Buy
6,593
+6
+0.1% +$814 0.02% 327
2025
Q4 		$748K Buy
6,587
+1
+0% +$122 0.01% 395
2025
Q3 		$875K Sell
6,586
-2
-0% -$275 0.02% 363
2025
Q2 		$938K Buy
6,588
+1
+0% +$142 0.02% 340
2025
Q1 		$1.01M Hold
6,587
– – 0.02% 301
2024
Q4 		$985K Buy
6,587
+3
+0% +$470 0.02% 289
2024
Q3 		$1.08M Sell
6,584
-4,646
-41% -$686K 0.03% 278
2024
Q2 		$1.56M Buy
+11,230
New +$1.55M 0.04% 198

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

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

Mission Wealth Management reduced its DaVita (DVA) stake by 15% in Q2 2026, selling an estimated $177K and leaving 5,618 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #416.

Mission Wealth Management first reported a position in DVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Mission Wealth Management held 5,618 shares of DaVita worth $1.25M as of Q2 2026.
  • Mission Wealth Management sold 975 DaVita shares in Q2 2026, an estimated $177K.
  • DaVita made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Mission Wealth Management first reported a position in DaVita in Q2 2024 and has held it in 9 quarters since.
  • Mission Wealth Management's DaVita position peaked at $1.56M in Q2 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.