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Private Trust Company’s DaVita DVA Stock Holding History

Private Trust Company’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 		$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

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

Private Trust Company's DVA Position: Q1 2026 in Review

Private Trust Company held its DaVita (DVA) position steady in Q1 2026 at 76 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Private Trust Company first reported a position in DVA in Q2 2013 and has held it in 28 quarters since. The position peaked at $606K in Q2 2016. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Private Trust Company held 76 shares of DaVita worth $11.7K as of Q1 2026.
  • Private Trust Company left its DaVita share count unchanged in Q1 2026.
  • DaVita made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1921 holding.
  • Private Trust Company first reported a position in DaVita in Q2 2013 and has held it in 28 quarters since.
  • Private Trust Company's DaVita position peaked at $606K in Q2 2016.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.