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Parkworth Wealth Management’s DaVita DVA Stock Holding History

Parkworth Wealth 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
2025
Q2 		$712 Buy
5
+3
+150% +$425 ﹤0.01% 518
2025
Q1 		$306 Hold
2
– – ﹤0.01% 584
2024
Q4 		$299 Buy
+2
New +$314 ﹤0.01% 610

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Parkworth Wealth Management's DVA Position: Q2 2025 in Review

Parkworth Wealth Management increased its DaVita (DVA) stake by 150% in Q2 2025, buying an estimated $425 and bringing the position to 5 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Parkworth Wealth Management first reported a position in DVA in Q4 2024 and has held it in 3 quarters since. 592 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of DaVita worth $712 as of Q2 2025.
  • Parkworth Wealth Management bought 3 DaVita shares in Q2 2025, an estimated $425.
  • DaVita made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #518 holding.
  • Parkworth Wealth Management first reported a position in DaVita in Q4 2024 and has held it in 3 quarters since.
  • 592 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.