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Panoramic Investment Advisors’s DaVita DVA Stock Holding History

Panoramic Investment 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 		$212K Buy
+951
New +$173K 0.1% 138
2025
Q1 		– Sell
-1,473
Closed -$220K – 116
2024
Q4 		$220K Hold
1,473
– – 0.14% 109
2024
Q3 		$241K Buy
+1,473
New +$218K 0.17% 104
2024
Q1 		$203K Buy
+1,473
New +$177K 0.15% 110

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

Panoramic Investment Advisors's DVA Position: Q2 2026 in Review

Panoramic Investment Advisors opened a new position in DaVita (DVA) in Q2 2026: 951 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #138 among its holdings. This is a return to the name: Panoramic Investment Advisors previously reported a position in DVA as recently as Q4 2024.

Panoramic Investment Advisors first reported a position in DVA in Q1 2024 and has held it in 4 quarters since. The position peaked at $241K in Q3 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Panoramic Investment Advisors held 951 shares of DaVita worth $212K as of Q2 2026.
  • DaVita was a new Panoramic Investment Advisors position in Q2 2026.
  • DaVita made up 0.1% of Panoramic Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Panoramic Investment Advisors first reported a position in DaVita in Q1 2024 and has held it in 4 quarters since.
  • Panoramic Investment Advisors's DaVita position peaked at $241K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.