Private Trust Company’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9K | Hold |
76
| – | – | ﹤0.01% | 1875 |
|
|
2026
Q1 | $11.7K | Hold |
76
| – | – | ﹤0.01% | 1921 |
|
|
2025
Q4 | $8.63K | Hold |
76
| – | – | ﹤0.01% | 1995 |
|
|
2025
Q3 | $10.1K | Sell |
76
-9
| -11% | -$1.24K | ﹤0.01% | 1903 |
|
|
2025
Q2 | $12.1K | Hold |
85
| – | – | ﹤0.01% | 1747 |
|
|
2025
Q1 | $13K | Buy |
85
+10
| +13% | +$1.57K | ﹤0.01% | 1718 |
|
|
2024
Q4 | $11.2K | Sell |
75
-22
| -23% | -$3.45K | ﹤0.01% | 1715 |
|
|
2024
Q3 | $15.9K | Hold |
97
| – | – | ﹤0.01% | 1553 |
|
|
2024
Q2 | $13.4K | Hold |
97
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q1 | $13.4K | Sell |
97
-19
| -16% | -$2.28K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $12.2K | Sell |
116
-45
| -28% | -$4.16K | ﹤0.01% | 1580 |
|
|
2023
Q3 | $15.2K | Buy |
161
+86
| +115% | +$8.77K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $7.54K | Hold |
75
| – | – | ﹤0.01% | 1738 |
|
|
2023
Q1 | $6.08K | Hold |
75
| – | – | ﹤0.01% | 1780 |
|
|
2022
Q4 | $6K | Buy |
75
+11
| +17% | +$854 | ﹤0.01% | 1735 |
|
|
2022
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q2 | $5K | Sell |
64
-2,006
| -97% | -$203K | ﹤0.01% | 1730 |
|
|
2022
Q1 | $234K | Hold |
2,070
| – | – | 0.04% | 321 |
|
|
2021
Q4 | $235K | Sell |
2,070
-52
| -2% | -$5.59K | 0.03% | 353 |
|
|
2021
Q3 | $247K | Hold |
2,122
| – | – | 0.04% | 367 |
|
|
2021
Q2 | $256K | Hold |
2,122
| – | – | 0.04% | 360 |
|
|
2021
Q1 | $228K | Hold |
2,122
| – | – | 0.04% | 363 |
|
|
2020
Q4 | $249K | Buy |
+2,122
| New | +$216K | 0.04% | 336 |
|
|
2017
Q1 | – | Sell |
-7,639
| Closed | -$490K | – | 358 |
|
|
2016
Q4 | $490K | Sell |
7,639
-457
| -6% | -$28.5K | 0.12% | 205 |
|
|
2016
Q3 | $534K | Buy |
8,096
+250
| +3% | +$17.6K | 0.13% | 188 |
|
|
2016
Q2 | $606K | Buy |
7,846
+1,081
| +16% | +$81.7K | 0.16% | 152 |
|
|
2016
Q1 | $496K | Buy |
6,765
+150
| +2% | +$10.1K | 0.13% | 183 |
|
|
2015
Q4 | $461K | Buy |
+6,615
| New | +$485K | 0.13% | 189 |
|
|
2013
Q3 | – | Sell |
-52
| Closed | -$3K | – | 1726 |
|
|
2013
Q2 | $3K | Buy |
+52
| New | +$3.25K | ﹤0.01% | 1209 |
|
Other funds holding DVA
Private Trust Company's DVA Position: Q2 2026 in Review
Private Trust Company held its DaVita (DVA) position steady in Q2 2026 at 76 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.
Private Trust Company first reported a position in DVA in Q2 2013 and has held it in 29 quarters since. The position peaked at $606K in Q2 2016. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.
- Private Trust Company held 76 shares of DaVita worth $16.9K as of Q2 2026.
- Private Trust Company left its DaVita share count unchanged in Q2 2026.
- DaVita made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1875 holding.
- Private Trust Company first reported a position in DaVita in Q2 2013 and has held it in 29 quarters since.
- Private Trust Company's DaVita position peaked at $606K in Q2 2016.
- 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.