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Quadcap Wealth Management’s DaVita DVA Stock Holding History

Quadcap Wealth Management’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 		$864K Buy
+3,885
New +$706K 0.08% 191
2024
Q4 		– Sell
-4,570
Closed -$749K – 393
2024
Q3 		$749K Buy
4,570
+64
+1% +$9.46K 0.12% 183
2024
Q2 		$624K Sell
4,506
-10
-0.2% -$1.38K 0.11% 201
2024
Q1 		$623K Sell
4,516
-327
-7% -$39.2K 0.14% 172
2023
Q4 		$507K Buy
+4,843
New +$447K 0.13% 208

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

Quadcap Wealth Management's DVA Position: Q2 2026 in Review

Quadcap Wealth Management opened a new position in DaVita (DVA) in Q2 2026: 3,885 shares worth $864K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings. This is a return to the name: Quadcap Wealth Management previously reported a position in DVA as recently as Q3 2024.

Quadcap Wealth Management first reported a position in DVA in Q4 2023 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Quadcap Wealth Management held 3,885 shares of DaVita worth $864K as of Q2 2026.
  • DaVita was a new Quadcap Wealth Management position in Q2 2026.
  • DaVita made up 0.08% of Quadcap Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Quadcap Wealth Management first reported a position in DaVita in Q4 2023 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.