MV Capital Management’s DaVita DVA Stock Holding History

MV Capital 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	$10K	Hold	45	–	–	﹤0.01%	537
2026 Q1	$6.92K	Buy	45 +8	+22%	+$1.08K	﹤0.01%	576
2025 Q4	$4.2K	Sell	37 -3	-8%	-$365	﹤0.01%	630
2025 Q3	$5.32K	Sell	40 -3	-7%	-$412	﹤0.01%	595
2025 Q2	$6.13K	Buy	43 +6	+16%	+$850	﹤0.01%	589
2025 Q1	$5.66K	Sell	37 -1	-3%	-$157	﹤0.01%	600
2024 Q4	$5.68K	Buy	38 +1	+3%	+$157	﹤0.01%	595
2024 Q3	$6.07K	Hold	37	–	–	﹤0.01%	606
2024 Q2	$5.13K	Hold	37	–	–	﹤0.01%	601
2024 Q1	$5.11K	Hold	37	–	–	﹤0.01%	602
2023 Q4	$3.88K	Buy	37 +13	+54%	+$1.2K	﹤0.01%	612
2023 Q3	$2.27K	Buy	24 +2	+9%	+$204	﹤0.01%	629
2023 Q2	$2.21K	Buy	22 +8	+57%	+$742	﹤0.01%	632
2023 Q1	$1.14K	Buy	14 +8	+133%	+$641	﹤0.01%	666
2022 Q4	$448	Sell	6 -31	-84%	-$2.41K	﹤0.01%	661
2022 Q3	$3K	Buy	37 +1	+3%	+$88	﹤0.01%	586
2022 Q2	$3K	Buy	+36	New	+$3.64K	﹤0.01%	597
2020 Q2	–	Sell	-26	Closed	-$2K	–	297
2020 Q1	$2K	Sell	26 -29	-53%	-$2.28K	﹤0.01%	288
2019 Q4	$4K	Buy	55 +33	+150%	+$2.19K	﹤0.01%	295
2019 Q3	$1K	Sell	22 -21	-49%	-$1.22K	﹤0.01%	368
2019 Q2	$2K	Buy	43 +23	+115%	+$1.19K	﹤0.01%	319
2019 Q1	$1K	Sell	20 -2	-9%	-$111	﹤0.01%	339
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	313
2018 Q3	$2K	Buy	+22	New	+$1.55K	﹤0.01%	337

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

MV Capital Management's DVA Position: Q2 2026 in Review

MV Capital Management held its DaVita (DVA) position steady in Q2 2026 at 45 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

MV Capital Management first reported a position in DVA in Q3 2018 and has held it in 24 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

MV Capital Management held 45 shares of DaVita worth $10K as of Q2 2026.
MV Capital Management left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #537 holding.
MV Capital Management first reported a position in DaVita in Q3 2018 and has held it in 24 quarters since.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.