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 Q2	$12.7K	Buy	57 +9	+19%	+$1.64K	﹤0.01%	407
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prestige Wealth Management Group's DVA Position: Q2 2026 in Review

Prestige Wealth Management Group increased its DaVita (DVA) stake by 19% in Q2 2026, buying an estimated $1.64K and bringing the position to 57 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Prestige Wealth Management Group first reported a position in DVA in Q4 2018 and has held it in 27 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Prestige Wealth Management Group held 57 shares of DaVita worth $12.7K as of Q2 2026.
Prestige Wealth Management Group bought 9 DaVita shares in Q2 2026, an estimated $1.64K.
DaVita made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #407 holding.
Prestige Wealth Management Group first reported a position in DaVita in Q4 2018 and has held it in 27 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.