Principal Financial Group
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Principal Financial Group’s DaVita DVA Stock Holding History

Principal Financial 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 		$6.12M Sell
39,823
-977
-2% -$133K ﹤0.01% 1562
2025
Q4 		$4.64M Buy
40,800
+393
+1% +$47.8K ﹤0.01% 1645
2025
Q3 		$5.37M Sell
40,407
-6,923
-15% -$951K ﹤0.01% 1561
2025
Q2 		$6.74M Sell
47,330
-8,862
-16% -$1.26M ﹤0.01% 1447
2025
Q1 		$8.6M Sell
56,192
-1,868
-3% -$293K ﹤0.01% 1342
2024
Q4 		$8.68M Sell
58,060
-1,108
-2% -$174K ﹤0.01% 1356
2024
Q3 		$9.7M Sell
59,168
-3,647
-6% -$539K 0.01% 1298
2024
Q2 		$8.7M Sell
62,815
-3,815
-6% -$526K 0.01% 1333
2024
Q1 		$9.2M Sell
66,630
-1,518
-2% -$182K 0.01% 1350
2023
Q4 		$7.14M Sell
68,148
-791
-1% -$73.1K ﹤0.01% 1441
2023
Q3 		$6.52M Sell
68,939
-1,861
-3% -$190K ﹤0.01% 1428
2023
Q2 		$7.11M Buy
70,800
+2,969
+4% +$275K ﹤0.01% 1403
2023
Q1 		$5.5M Sell
67,831
-101
-0.1% -$8.09K ﹤0.01% 1504
2022
Q4 		$5.07M Sell
67,932
-1,764
-3% -$137K ﹤0.01% 1527
2022
Q3 		$5.77M Sell
69,696
-8,230
-11% -$722K ﹤0.01% 1447
2022
Q2 		$6.23M Buy
77,926
+967
+1% +$97.9K ﹤0.01% 1476
2022
Q1 		$8.71M Sell
76,959
-5,740
-7% -$644K 0.01% 1452
2021
Q4 		$9.41M Sell
82,699
-4,284
-5% -$460K 0.01% 1434
2021
Q3 		$10.1M Sell
86,983
-1,627
-2% -$204K 0.01% 1398
2021
Q2 		$10.7M Buy
88,610
+90
+0.1% +$10.7K 0.01% 1400
2021
Q1 		$9.54M Sell
88,520
-9,108
-9% -$1.01M 0.01% 1408
2020
Q4 		$11.5M Sell
97,628
-20,603
-17% -$2.1M 0.01% 1148
2020
Q3 		$10.1M Sell
118,231
-13,534
-10% -$1.16M 0.01% 1067
2020
Q2 		$10.4M Sell
131,765
-4,718
-3% -$368K 0.01% 1033
2020
Q1 		$10.4M Buy
136,483
+4,218
+3% +$332K 0.01% 884
2019
Q4 		$9.92M Sell
132,265
-37,777
-22% -$2.51M 0.01% 1255
2019
Q3 		$9.7M Sell
170,042
-38,632
-19% -$2.24M 0.01% 1216
2019
Q2 		$11.7M Buy
208,674
+18,010
+9% +$933K 0.01% 1127
2019
Q1 		$10.4M Sell
190,664
-895
-0.5% -$49.5K 0.01% 1213
2018
Q4 		$9.86M Sell
191,559
-3,706
-2% -$237K 0.01% 1186
2018
Q3 		$14M Sell
195,265
-15,047
-7% -$1.06M 0.01% 1097
2018
Q2 		$14.6M Sell
210,312
-14,835
-7% -$991K 0.01% 1048
2018
Q1 		$14.8M Sell
225,147
-4,830
-2% -$355K 0.01% 993
2017
Q4 		$16.6M Sell
229,977
-2,699,009
-92% -$166M 0.02% 952
2017
Q3 		$174M Buy
2,928,986
+21,812
+0.8% +$1.31M 0.17% 151
2017
Q2 		$188M Buy
2,907,174
+42,923
+1% +$2.84M 0.19% 128
2017
Q1 		$195M Buy
2,864,251
+28,527
+1% +$1.89M 0.23% 103
2016
Q4 		$182M Sell
2,835,724
-31,488
-1% -$1.96M 0.23% 106
2016
Q3 		$189M Buy
2,867,212
+162,900
+6% +$11.5M 0.25% 102
2016
Q2 		$209M Buy
2,704,312
+269,231
+11% +$20.3M 0.29% 87
2016
Q1 		$179M Buy
2,435,081
+69,330
+3% +$4.68M 0.26% 100
2015
Q4 		$165M Buy
2,365,751
+299,194
+14% +$21.9M 0.25% 108
2015
Q3 		$149M Buy
2,066,557
+278,986
+16% +$21.6M 0.23% 119
2015
Q2 		$142M Buy
1,787,571
+818,717
+85% +$67.2M 0.21% 132
2015
Q1 		$78.7M Buy
968,854
+719,069
+288% +$55.2M 0.12% 219
2014
Q4 		$18.9M Buy
249,785
+11,433
+5% +$861K 0.03% 559
2014
Q3 		$17.4M Buy
238,352
+9,030
+4% +$661K 0.03% 572
2014
Q2 		$16.6M Sell
229,322
-3,737
-2% -$260K 0.03% 625
2014
Q1 		$16M Buy
233,059
+26,024
+13% +$1.73M 0.03% 627
2013
Q4 		$13.1M Sell
207,035
-28,592
-12% -$1.68M 0.02% 715
2013
Q3 		$13.4M Buy
235,627
+15,517
+7% +$889K 0.03% 647
2013
Q2 		$13.3M Buy
+220,110
New +$13.7M 0.03% 605

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

Principal Financial Group's DVA Position: Q1 2026 in Review

Principal Financial Group reduced its DaVita (DVA) stake by 2.4% in Q1 2026, selling an estimated $133K and leaving 39,823 shares worth $6.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Principal Financial Group first reported a position in DVA in Q2 2013 and has held it in 52 quarters since. The position peaked at $209M in Q2 2016. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Principal Financial Group held 39,823 shares of DaVita worth $6.12M as of Q1 2026.
  • Principal Financial Group sold 977 DaVita shares in Q1 2026, an estimated $133K.
  • DaVita made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1562 holding.
  • Principal Financial Group first reported a position in DaVita in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's DaVita position peaked at $209M in Q2 2016.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.