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Plato Investment Management’s DaVita DVA Stock Holding History

Plato Investment Management’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 		$86.9K Buy
+393
New +$71.4K 0.01% 432
2025
Q4 		– Sell
-2,729
Closed -$360K – 525
2025
Q3 		$360K Hold
2,729
– – 0.02% 366
2025
Q2 		$387K Hold
2,729
– – 0.03% 365
2025
Q1 		$422K Hold
2,729
– – 0.04% 343
2024
Q4 		$410K Hold
2,729
– – 0.03% 355
2024
Q3 		$447K Hold
2,729
– – 0.04% 323
2024
Q2 		$378K Hold
2,729
– – 0.04% 294
2024
Q1 		$377K Buy
+2,729
New +$327K 0.04% 282

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

Plato Investment Management's DVA Position: Q2 2026 in Review

Plato Investment Management opened a new position in DaVita (DVA) in Q2 2026: 393 shares worth $86.9K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in DVA as recently as Q3 2025.

Plato Investment Management first reported a position in DVA in Q1 2024 and has held it in 8 quarters since. The position peaked at $447K in Q3 2024. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Plato Investment Management held 393 shares of DaVita worth $86.9K as of Q2 2026.
  • DaVita was a new Plato Investment Management position in Q2 2026.
  • DaVita made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #432 holding.
  • Plato Investment Management first reported a position in DaVita in Q1 2024 and has held it in 8 quarters since.
  • Plato Investment Management's DaVita position peaked at $447K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.