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Private Wealth Management Group’s DaVita DVA Stock Holding History

Private 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 		$24.5K Hold
110
– – 0.01% 335
2026
Q1 		$16.9K Hold
110
– – ﹤0.01% 377
2025
Q4 		$12.5K Hold
110
– – ﹤0.01% 448
2025
Q3 		$14.6K Hold
110
– – ﹤0.01% 413
2025
Q2 		$15.7K Hold
110
– – 0.01% 367
2025
Q1 		$16.8K Hold
110
– – 0.01% 336
2024
Q4 		$16.5K Hold
110
– – 0.01% 356
2024
Q3 		$18K Hold
110
– – 0.01% 314
2024
Q2 		$15.2K Hold
110
– – 0.01% 338
2024
Q1 		$15.2K Hold
110
– – 0.01% 323
2023
Q4 		$11.5K Buy
+110
New +$10.2K 0.01% 379

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Private Wealth Management Group held its DaVita (DVA) position steady in Q2 2026 at 110 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #335.

Private Wealth Management Group first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Private Wealth Management Group held 110 shares of DaVita worth $24.5K as of Q2 2026.
  • Private Wealth Management Group left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #335 holding.
  • Private Wealth Management Group first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.