N.E.W. Advisory Services’s DaVita DVA Stock Holding History

N.E.W. Advisory Services’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	-17	Closed	-$2.61K	–	995
2026 Q1	$2.61K	Buy	+17	New	+$2.31K	﹤0.01%	798

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

N.E.W. Advisory Services's DVA Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of DaVita (DVA) in Q2 2026, closing a stake of 17 shares — an estimated $2.61K sold.

N.E.W. Advisory Services first reported a position in DVA in Q1 2026 and held it in 1 quarter. The position peaked at $2.61K in Q1 2026. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

N.E.W. Advisory Services reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 17 DaVita shares in Q2 2026, an estimated $2.61K.
N.E.W. Advisory Services first reported a position in DaVita in Q1 2026 and held it in 1 quarter.
N.E.W. Advisory Services's DaVita position peaked at $2.61K in Q1 2026.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.