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 Q2	$604K	Sell	2,715 -120	-4%	-$21.8K	0.06%	198
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 $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

NWF Advisory Services's DVA Position: Q2 2026 in Review

NWF Advisory Services reduced its DaVita (DVA) stake by 4.2% in Q2 2026, selling an estimated $21.8K and leaving 2,715 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #198.

NWF Advisory Services first reported a position in DVA in Q1 2023 and has held it in 14 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

NWF Advisory Services held 2,715 shares of DaVita worth $604K as of Q2 2026.
NWF Advisory Services sold 120 DaVita shares in Q2 2026, an estimated $21.8K.
DaVita made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #198 holding.
NWF Advisory Services first reported a position in DaVita in Q1 2023 and has held it in 14 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.