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Moran Wealth Management’s DaVita DVA Stock Holding History

Moran 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 		$232K Buy
+1,509
New +$205K 0.01% 451
2025
Q3 		– Sell
-43,347
Closed -$6.17M – 511
2025
Q2 		$6.17M Sell
43,347
-73,857
-63% -$10.5M 0.19% 149
2025
Q1 		$17.9M Buy
117,204
+6,882
+6% +$1.08M 0.6% 46
2024
Q4 		$16.5M Buy
110,322
+55,756
+102% +$8.74M 0.53% 64
2024
Q3 		$8.95M Buy
54,566
+53,045
+3,488% +$7.84M 0.28% 113
2024
Q2 		$211K Buy
+1,521
New +$210K 0.01% 383

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

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

Moran Wealth Management opened a new position in DaVita (DVA) in Q1 2026: 1,509 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in DVA as recently as Q2 2025.

Moran Wealth Management first reported a position in DVA in Q2 2024 and has held it in 6 quarters since. The position peaked at $17.9M in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Moran Wealth Management held 1,509 shares of DaVita worth $232K as of Q1 2026.
  • DaVita was a new Moran Wealth Management position in Q1 2026.
  • DaVita made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #451 holding.
  • Moran Wealth Management first reported a position in DaVita in Q2 2024 and has held it in 6 quarters since.
  • Moran Wealth Management's DaVita position peaked at $17.9M in Q1 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.