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Pinnacle Wealth Planning Services’s DaVita DVA Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.5K Sell
155
-4
-3% -$727 ﹤0.01% 1519
2026
Q1 		$24.4K Buy
159
+13
+9% +$1.76K ﹤0.01% 1591
2025
Q4 		$16.6K Buy
+146
New +$17.8K ﹤0.01% 1805
2021
Q1 		– Sell
-177
Closed -$21K – 796
2020
Q4 		$21K Buy
+177
New +$18K 0.01% 1133

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

Pinnacle Wealth Planning Services's DVA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its DaVita (DVA) stake by 2.5% in Q2 2026, selling an estimated $727 and leaving 155 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Pinnacle Wealth Planning Services first reported a position in DVA in Q4 2020 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 155 shares of DaVita worth $34.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 DaVita shares in Q2 2026, an estimated $727.
  • DaVita made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1519 holding.
  • Pinnacle Wealth Planning Services first reported a position in DaVita in Q4 2020 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.