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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's DVA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its DaVita (DVA) stake by 8.9% in Q1 2026, buying an estimated $1.76K and bringing the position to 159 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Pinnacle Wealth Planning Services first reported a position in DVA in Q4 2020 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 159 shares of DaVita worth $24.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 13 DaVita shares in Q1 2026, an estimated $1.76K.
  • DaVita made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1591 holding.
  • Pinnacle Wealth Planning Services first reported a position in DaVita in Q4 2020 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.