Private Advisor Group
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Private Advisor Group’s DaVita DVA Stock Holding History

Private Advisor 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
Q3 		$214K Buy
+1,226
New +$246K ﹤0.01% 2839
2024
Q4 		– Sell
-1,223
Closed -$200K – 2343
2024
Q3 		$200K Sell
1,223
-1,053
-46% -$156K ﹤0.01% 2223
2024
Q2 		$315K Buy
+2,276
New +$314K ﹤0.01% 1847
2023
Q2 		– Sell
-4,285
Closed -$348K – 2039
2023
Q1 		$348K Buy
4,285
+291
+7% +$23.3K ﹤0.01% 1492
2022
Q4 		$245K Buy
+3,994
New +$310K 0.01% 824
2020
Q3 		– Sell
-1,719
Closed -$136K – 2035
2020
Q2 		$136K Buy
+1,719
New +$134K ﹤0.01% 1540
2019
Q2 		– Sell
-4,573
Closed -$248K – 1679
2019
Q1 		$248K Buy
4,573
+324
+8% +$17.9K ﹤0.01% 1289
2018
Q4 		$220K Buy
4,249
+768
+22% +$49.2K 0.01% 1162
2018
Q3 		$249K Buy
+3,481
New +$246K 0.01% 1324
2017
Q4 		– Sell
-4,479
Closed -$243K – 1236
2017
Q3 		$243K Sell
4,479
-657
-13% -$39.5K 0.01% 1248
2017
Q2 		$320K Sell
5,136
-1,020
-17% -$67.5K 0.01% 1045
2017
Q1 		$415K Sell
6,156
-67
-1% -$4.44K 0.01% 918
2016
Q4 		$394K Buy
6,223
+181
+3% +$11.3K 0.01% 824
2016
Q3 		$389K Buy
6,042
+1,337
+28% +$94.1K 0.02% 741
2016
Q2 		$361K Sell
4,705
-967
-17% -$73.1K 0.01% 743
2016
Q1 		$423K Buy
5,672
+352
+7% +$23.8K 0.02% 637
2015
Q4 		$371K Buy
5,320
+601
+13% +$44K 0.02% 698
2015
Q3 		$341K Sell
4,719
-30
-0.6% -$2.33K 0.02% 684
2015
Q2 		$377K Sell
4,749
-100
-2% -$8.21K 0.02% 699
2015
Q1 		$394K Buy
4,849
+462
+11% +$35.5K 0.02% 639
2014
Q4 		$332K Sell
4,387
-207
-5% -$15.6K 0.02% 673
2014
Q3 		$336K Sell
4,594
-257
-5% -$18.8K 0.02% 656
2014
Q2 		$351K Buy
4,851
+583
+14% +$40.5K 0.03% 608
2014
Q1 		$294K Sell
4,268
-2,985
-41% -$198K 0.03% 578
2013
Q4 		$460K Buy
+7,253
New +$426K 0.05% 411

Other funds holding DVA

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Private Advisor Group's DVA Position: Q3 2026 in Review

Private Advisor Group opened a new position in DaVita (DVA) in Q3 2026: 1,226 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2839 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in DVA as recently as Q3 2024.

Private Advisor Group first reported a position in DVA in Q4 2013 and has held it in 25 quarters since. The position peaked at $460K in Q4 2013. 436 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Private Advisor Group held 1,226 shares of DaVita worth $214K as of Q3 2026.
  • DaVita was a new Private Advisor Group position in Q3 2026.
  • DaVita made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2839 holding.
  • Private Advisor Group first reported a position in DaVita in Q4 2013 and has held it in 25 quarters since.
  • Private Advisor Group's DaVita position peaked at $460K in Q4 2013.
  • 436 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.