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PFG Investments’s DaVita DVA Stock Holding History

PFG Investments’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 		$226K Sell
1,015
-9,765
-91% -$1.77M 0.01% 1113
2026
Q1 		$1.66M Buy
10,780
+7,790
+261% +$1.06M 0.08% 234
2025
Q4 		$340K Sell
2,990
-940
-24% -$114K 0.02% 746
2025
Q3 		$522K Buy
+3,930
New +$540K 0.03% 535

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

PFG Investments's DVA Position: Q2 2026 in Review

PFG Investments reduced its DaVita (DVA) stake by 91% in Q2 2026, selling an estimated $1.77M and leaving 1,015 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1113.

PFG Investments first reported a position in DVA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • PFG Investments held 1,015 shares of DaVita worth $226K as of Q2 2026.
  • PFG Investments sold 9,765 DaVita shares in Q2 2026, an estimated $1.77M.
  • DaVita made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1113 holding.
  • PFG Investments first reported a position in DaVita in Q3 2025 and has held it in 4 quarters since.
  • PFG Investments's DaVita position peaked at $1.66M in Q1 2026.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.