Prestige Wealth Management Group’s DaVita DVA Stock Holding History

Prestige Wealth Management Group’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	$7.38K	Hold	48	–	–	﹤0.01%	474
2025 Q4	$5.45K	Hold	48	–	–	﹤0.01%	559
2025 Q3	$6.38K	Hold	48	–	–	﹤0.01%	523
2025 Q2	$6.84K	Hold	48	–	–	﹤0.01%	502
2025 Q1	$7.34K	Hold	48	–	–	﹤0.01%	492
2024 Q4	$7.18K	Hold	48	–	–	﹤0.01%	525
2024 Q3	$7.87K	Hold	48	–	–	﹤0.01%	504
2024 Q2	$6.65K	Hold	48	–	–	﹤0.01%	487
2024 Q1	$6.63K	Hold	48	–	–	﹤0.01%	518
2023 Q4	$5.03K	Hold	48	–	–	﹤0.01%	580
2023 Q3	$4.54K	Hold	48	–	–	﹤0.01%	593
2023 Q2	$4.82K	Hold	48	–	–	﹤0.01%	603
2023 Q1	$3.89K	Hold	48	–	–	﹤0.01%	633
2022 Q4	$3.58K	Hold	48	–	–	﹤0.01%	702
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	588
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	628
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	602
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	631
2021 Q3	$6K	Hold	48	–	–	﹤0.01%	588
2021 Q2	$6K	Hold	48	–	–	﹤0.01%	579
2021 Q1	$5K	Sell	48 -3	-6%	-$333	﹤0.01%	605
2020 Q4	$6K	Buy	51 +3	+6%	+$306	﹤0.01%	531
2020 Q3	$4K	Hold	48	–	–	﹤0.01%	563
2020 Q2	$4K	Hold	48	–	–	﹤0.01%	548
2020 Q1	$4K	Buy	+48	New	+$3.77K	﹤0.01%	519
2019 Q1	–	Sell	-83	Closed	-$4K	–	670
2018 Q4	$4K	Buy	+83	New	+$5.32K	﹤0.01%	634

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's DVA Position: Q1 2026 in Review

Prestige Wealth Management Group held its DaVita (DVA) position steady in Q1 2026 at 48 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Prestige Wealth Management Group first reported a position in DVA in Q4 2018 and has held it in 26 quarters since. The position peaked at $7.87K in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Prestige Wealth Management Group held 48 shares of DaVita worth $7.38K as of Q1 2026.
Prestige Wealth Management Group left its DaVita share count unchanged in Q1 2026.
DaVita made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #474 holding.
Prestige Wealth Management Group first reported a position in DaVita in Q4 2018 and has held it in 26 quarters since.
Prestige Wealth Management Group's DaVita position peaked at $7.87K in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.