Perfromance Wealth Partners’s DaVita DVA Stock Holding History

Perfromance Wealth 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	$667K	Hold	3,000	–	–	0.02%	120
2026 Q1	$461K	Hold	3,000	–	–	0.01%	129
2025 Q4	$341K	Hold	3,000	–	–	0.01%	156
2025 Q3	$399K	Hold	3,000	–	–	0.01%	145
2025 Q2	$427K	Hold	3,000	–	–	0.01%	120
2025 Q1	$459K	Sell	3,000 -8	-0.3%	-$1.26K	0.02%	99
2024 Q4	$450K	Hold	3,008	–	–	0.01%	103
2024 Q3	$493K	Buy	3,008 +8	+0.3%	+$1.18K	0.02%	105
2024 Q2	$416K	Hold	3,000	–	–	0.02%	96
2024 Q1	$414K	Hold	3,000	–	–	0.02%	107
2023 Q4	$314K	Hold	3,000	–	–	0.01%	128
2023 Q3	$284K	Sell	3,000 -3,000	-50%	-$306K	0.01%	140
2023 Q2	$608K	Hold	6,000	–	–	0.03%	100
2023 Q1	$487K	Hold	6,000	–	–	0.02%	113
2022 Q4	$448K	Hold	6,000	–	–	0.03%	108
2022 Q3	$497K	Hold	6,000	–	–	0.03%	98
2022 Q2	$480K	Hold	6,000	–	–	0.03%	101
2022 Q1	$679K	Hold	6,000	–	–	0.03%	98
2021 Q4	$683K	Buy	+6,000	New	+$645K	0.03%	103

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

Perfromance Wealth Partners's DVA Position: Q2 2026 in Review

Perfromance Wealth Partners held its DaVita (DVA) position steady in Q2 2026 at 3,000 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #120.

Perfromance Wealth Partners first reported a position in DVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $683K in Q4 2021. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Perfromance Wealth Partners held 3,000 shares of DaVita worth $667K as of Q2 2026.
Perfromance Wealth Partners left its DaVita share count unchanged in Q2 2026.
DaVita made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #120 holding.
Perfromance Wealth Partners first reported a position in DaVita in Q4 2021 and has held it in 19 quarters since.
Perfromance Wealth Partners's DaVita position peaked at $683K in Q4 2021.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.