Raymond James Financial
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Raymond James Financial’s DaVita DVA Stock Holding History

Raymond James Financial’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 		$9.06M Buy
40,740
+1,887
+5% +$343K ﹤0.01% 2248
2026
Q1 		$5.97M Buy
38,853
+12,578
+48% +$1.71M ﹤0.01% 2452
2025
Q4 		$2.99M Sell
26,275
-6,339
-19% -$771K ﹤0.01% 2934
2025
Q3 		$4.33M Buy
32,614
+6,431
+25% +$883K ﹤0.01% 2564
2025
Q2 		$3.73M Sell
26,183
-1,421
-5% -$201K ﹤0.01% 2579
2025
Q1 		$4.22M Buy
27,604
+1,768
+7% +$278K ﹤0.01% 2450
2024
Q4 		$3.86M Buy
+25,836
New +$4.05M ﹤0.01% 2479

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 $3.38T AUM 44.17% 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

Raymond James Financial's DVA Position: Q2 2026 in Review

Raymond James Financial increased its DaVita (DVA) stake by 4.9% in Q2 2026, buying an estimated $343K and bringing the position to 40,740 shares worth $9.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Raymond James Financial first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Raymond James Financial held 40,740 shares of DaVita worth $9.06M as of Q2 2026.
  • Raymond James Financial bought 1,887 DaVita shares in Q2 2026, an estimated $343K.
  • DaVita made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2248 holding.
  • Raymond James Financial first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.