NWF Advisory Services’s DaVita DVA Stock Holding History

NWF 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 Q1	$436K	Hold	2,835	–	–	0.05%	230
2025 Q4	$322K	Hold	2,835	–	–	0.04%	273
2025 Q3	$377K	Hold	2,835	–	–	0.04%	248
2025 Q2	$404K	Hold	2,835	–	–	0.05%	237
2025 Q1	$434K	Hold	2,835	–	–	0.06%	191
2024 Q4	$424K	Hold	2,835	–	–	0.06%	158
2024 Q3	$465K	Sell	2,835 -194	-6%	-$28.7K	0.07%	175
2024 Q2	$420K	Hold	3,029	–	–	0.07%	175
2024 Q1	$418K	Hold	3,029	–	–	0.07%	182
2023 Q4	$317K	Hold	3,029	–	–	0.06%	191
2023 Q3	$286K	Hold	3,029	–	–	0.07%	191
2023 Q2	$304K	Hold	3,029	–	–	0.07%	183
2023 Q1	$304K	Buy	+3,029	New	+$243K	0.07%	182

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NWF Advisory Services's DVA Position: Q1 2026 in Review

NWF Advisory Services held its DaVita (DVA) position steady in Q1 2026 at 2,835 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #230.

NWF Advisory Services first reported a position in DVA in Q1 2023 and has held it in 13 quarters since. The position peaked at $465K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

NWF Advisory Services held 2,835 shares of DaVita worth $436K as of Q1 2026.
NWF Advisory Services left its DaVita share count unchanged in Q1 2026.
DaVita made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #230 holding.
NWF Advisory Services first reported a position in DaVita in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's DaVita position peaked at $465K in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.