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Personal CFO Solutions’s DaVita DVA Stock Holding History

Personal CFO Solutions’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 		$505K Buy
+2,270
New +$412K 0.07% 247
2024
Q4 		– Sell
-1,829
Closed -$300K – 497
2024
Q3 		$300K Sell
1,829
-29
-2% -$4.29K 0.04% 425
2024
Q2 		$257K Buy
1,858
+11
+0.6% +$1.52K 0.04% 431
2024
Q1 		$255K Buy
+1,847
New +$222K 0.04% 442
2021
Q4 		– Sell
-5,050
Closed -$587K – 483
2021
Q3 		$587K Sell
5,050
-30
-0.6% -$3.76K 0.12% 167
2021
Q2 		$612K Buy
5,080
+301
+6% +$35.6K 0.13% 160
2021
Q1 		$515K Sell
4,779
-2,061
-30% -$229K 0.11% 167
2020
Q4 		$803K Sell
6,840
-3,061
-31% -$312K 0.2% 105
2020
Q3 		$1M Sell
9,901
-252
-2% -$21.5K 0.33% 70
2020
Q2 		$804K Buy
10,153
+23
+0.2% +$1.8K 0.24% 87
2020
Q1 		$770K Buy
10,130
+2,449
+32% +$193K 0.28% 81
2019
Q4 		$576K Buy
+7,681
New +$509K 0.17% 130

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

Personal CFO Solutions's DVA Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in DaVita (DVA) in Q2 2026: 2,270 shares worth $505K. The stake represents 0.07% of the portfolio and ranks #247 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in DVA as recently as Q3 2024.

Personal CFO Solutions first reported a position in DVA in Q4 2019 and has held it in 12 quarters since. The position peaked at $1M in Q3 2020. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Personal CFO Solutions held 2,270 shares of DaVita worth $505K as of Q2 2026.
  • DaVita was a new Personal CFO Solutions position in Q2 2026.
  • DaVita made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #247 holding.
  • Personal CFO Solutions first reported a position in DaVita in Q4 2019 and has held it in 12 quarters since.
  • Personal CFO Solutions's DaVita position peaked at $1M in Q3 2020.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.