&Partners’s DaVita DVA Stock Holding History

&Partners’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	$422K	Buy	+1,897	New	+$345K	﹤0.01%	1936
2025 Q3	–	Sell	-5,883	Closed	-$838K	–	2139
2025 Q2	$838K	Buy	+5,883	New	+$833K	0.01%	1071

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

&Partners's DVA Position: Q2 2026 in Review

&Partners opened a new position in DaVita (DVA) in Q2 2026: 1,897 shares worth $422K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings. This is a return to the name: &Partners previously reported a position in DVA as recently as Q2 2025.

&Partners first reported a position in DVA in Q2 2025 and has held it in 2 quarters since. The position peaked at $838K in Q2 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

&Partners held 1,897 shares of DaVita worth $422K as of Q2 2026.
DaVita was a new &Partners position in Q2 2026.
DaVita made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1936 holding.
&Partners first reported a position in DaVita in Q2 2025 and has held it in 2 quarters since.
&Partners's DaVita position peaked at $838K in Q2 2025.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.