Pathstone Holdings
DVA icon

Pathstone Holdings’s DaVita DVA Stock Holding History

Pathstone Holdings’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 		$1.74M Sell
7,784
-244
-3% -$44.3K 0.01% 1183
2026
Q1 		$1.23M Buy
8,028
+646
+9% +$87.6K ﹤0.01% 1302
2025
Q4 		$839K Sell
7,382
-212
-3% -$25.8K ﹤0.01% 1508
2025
Q3 		$1.01M Sell
7,594
-543
-7% -$74.6K ﹤0.01% 1419
2025
Q2 		$1.16M Sell
8,137
-246
-3% -$34.9K ﹤0.01% 1314
2025
Q1 		$1.28M Buy
8,383
+921
+12% +$145K 0.01% 1243
2024
Q4 		$1.12M Buy
7,462
+150
+2% +$23.5K ﹤0.01% 1305
2024
Q3 		$1.2M Buy
7,312
+183
+3% +$27K 0.01% 1269
2024
Q2 		$988K Sell
7,129
-303
-4% -$41.8K ﹤0.01% 1336
2024
Q1 		$1.03M Buy
7,432
+423
+6% +$50.7K ﹤0.01% 1266
2023
Q4 		$734K Buy
+7,009
New +$648K ﹤0.01% 1266

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 $3.38T AUM 44.17% 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

Pathstone Holdings's DVA Position: Q2 2026 in Review

Pathstone Holdings reduced its DaVita (DVA) stake by 3% in Q2 2026, selling an estimated $44.3K and leaving 7,784 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1183.

Pathstone Holdings first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Pathstone Holdings held 7,784 shares of DaVita worth $1.74M as of Q2 2026.
  • Pathstone Holdings sold 244 DaVita shares in Q2 2026, an estimated $44.3K.
  • DaVita made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1183 holding.
  • Pathstone Holdings first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.