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Neo Ivy Capital Management’s DaVita DVA Stock Holding History

Neo Ivy 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 		$900K Buy
4,044
+3,096
+327% +$563K 0.21% 159
2026
Q1 		$146K Buy
+948
New +$129K 0.04% 280
2025
Q4 		– Sell
-52
Closed -$6.91K – 394
2025
Q3 		$6.91K Buy
+52
New +$7.14K ﹤0.01% 363
2025
Q1 		– Sell
-12,879
Closed -$1.93M – 322
2024
Q4 		$1.93M Buy
12,879
+8,455
+191% +$1.33M 0.39% 98
2024
Q3 		$726K Buy
+4,424
New +$654K 0.24% 158
2023
Q4 		$68K Sell
650
-5,874
-90% -$543K 0.15% 156
2023
Q3 		$617K Buy
6,524
+3,896
+148% +$397K 0.27% 131
2023
Q2 		$264K Buy
+2,628
New +$244K 0.14% 201
2022
Q4 		$477K Buy
6,390
+5,908
+1,226% +$459K 0.32% 160
2022
Q3 		$40K Buy
+482
New +$42.3K 0.11% 246
2022
Q2 		– Sell
-26
Closed -$2K – 458
2022
Q1 		$2K Buy
+26
New +$2.92K ﹤0.01% 461
2021
Q4 		– Sell
-1,452
Closed -$115K – 477
2021
Q3 		$115K Buy
+1,452
New +$182K 0.13% 228
2020
Q4 		– Sell
-2,849
Closed -$244K – 459
2020
Q3 		$244K Buy
2,849
+1,397
+96% +$119K 0.25% 159
2020
Q2 		$115K Buy
1,452
+1,194
+463% +$93.2K 0.13% 228
2020
Q1 		$20K Buy
+258
New +$20.3K 0.03% 380
2019
Q4 		– Sell
-1,743
Closed -$98K – 292
2019
Q3 		$98K Buy
1,743
+662
+61% +$38.5K 0.06% 228
2019
Q2 		$61K Buy
+1,081
New +$56K 0.03% 228

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's DVA Position: Q2 2026 in Review

Neo Ivy Capital Management increased its DaVita (DVA) stake by 327% in Q2 2026, buying an estimated $563K and bringing the position to 4,044 shares worth $900K. The position accounts for 0.21% of the portfolio, ranked #159.

Neo Ivy Capital Management first reported a position in DVA in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.93M in Q4 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Neo Ivy Capital Management held 4,044 shares of DaVita worth $900K as of Q2 2026.
  • Neo Ivy Capital Management bought 3,096 DaVita shares in Q2 2026, an estimated $563K.
  • DaVita made up 0.21% of Neo Ivy Capital Management's portfolio in Q2 2026, its #159 holding.
  • Neo Ivy Capital Management first reported a position in DaVita in Q2 2019 and has held it in 17 quarters since.
  • Neo Ivy Capital Management's DaVita position peaked at $1.93M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.