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NewEdge Advisors’s DaVita DVA Stock Holding History

NewEdge Advisors’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 		$80.3K Buy
361
+144
+66% +$26.2K ﹤0.01% 2997
2026
Q1 		$33.4K Sell
217
-6,686
-97% -$907K ﹤0.01% 3042
2025
Q4 		$784K Buy
6,903
+6,379
+1,217% +$776K ﹤0.01% 1638
2025
Q3 		$69.6K Buy
524
+13
+3% +$1.78K ﹤0.01% 2725
2025
Q2 		$72.8K Hold
511
– – ﹤0.01% 2544
2025
Q1 		$78.2K Buy
511
+88
+21% +$13.8K ﹤0.01% 2380
2024
Q4 		$63.3K Sell
423
-8
-2% -$1.25K ﹤0.01% 2438
2024
Q3 		$70.7K Sell
431
-203
-32% -$30K ﹤0.01% 2321
2024
Q2 		$87.9K Buy
634
+71
+13% +$9.79K ﹤0.01% 2164
2024
Q1 		$77.7K Sell
563
-162
-22% -$19.4K ﹤0.01% 2148
2023
Q4 		$76K Sell
725
-6,065
-89% -$560K ﹤0.01% 2063
2023
Q3 		$642K Buy
+6,790
New +$693K 0.01% 1064
2020
Q4 		– Sell
-8,422
Closed -$721K – 1009
2020
Q3 		$721K Sell
8,422
-3,578
-30% -$306K 0.03% 467
2020
Q2 		$950K Buy
12,000
+3,620
+43% +$283K 0.04% 371
2020
Q1 		$637K Buy
+8,380
New +$659K 0.03% 399

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

NewEdge Advisors's DVA Position: Q2 2026 in Review

NewEdge Advisors increased its DaVita (DVA) stake by 66% in Q2 2026, buying an estimated $26.2K and bringing the position to 361 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

NewEdge Advisors first reported a position in DVA in Q1 2020 and has held it in 15 quarters since. The position peaked at $950K in Q2 2020. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • NewEdge Advisors held 361 shares of DaVita worth $80.3K as of Q2 2026.
  • NewEdge Advisors bought 144 DaVita shares in Q2 2026, an estimated $26.2K.
  • DaVita made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2997 holding.
  • NewEdge Advisors first reported a position in DaVita in Q1 2020 and has held it in 15 quarters since.
  • NewEdge Advisors's DaVita position peaked at $950K in Q2 2020.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.