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
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 $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

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

Mission Wealth Management increased its DaVita (DVA) stake by 0.09% in Q1 2026, buying an estimated $814 and bringing the position to 6,593 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #327.

Mission Wealth Management first reported a position in DVA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q2 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Mission Wealth Management held 6,593 shares of DaVita worth $1.01M as of Q1 2026.
  • Mission Wealth Management bought 6 DaVita shares in Q1 2026, an estimated $814.
  • DaVita made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #327 holding.
  • Mission Wealth Management first reported a position in DaVita in Q2 2024 and has held it in 8 quarters since.
  • Mission Wealth Management's DaVita position peaked at $1.56M in Q2 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.