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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
Q2 		– Sell
-1,509
Closed -$232K – 511
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 $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

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

Moran Wealth Management sold out of DaVita (DVA) in Q2 2026, closing a stake of 1,509 shares — an estimated $232K sold.

Moran Wealth Management first reported a position in DVA in Q2 2024 and held it in 6 quarters. The position peaked at $17.9M in Q1 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Moran Wealth Management reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 1,509 DaVita shares in Q2 2026, an estimated $232K.
  • Moran Wealth Management first reported a position in DaVita in Q2 2024 and held it in 6 quarters.
  • Moran Wealth Management's DaVita position peaked at $17.9M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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