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
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 $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

Raymond James Financial's DVA Position: Q1 2026 in Review

Raymond James Financial increased its DaVita (DVA) stake by 48% in Q1 2026, buying an estimated $1.71M and bringing the position to 38,853 shares worth $5.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Raymond James Financial first reported a position in DVA in Q4 2024 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Raymond James Financial held 38,853 shares of DaVita worth $5.97M as of Q1 2026.
  • Raymond James Financial bought 12,578 DaVita shares in Q1 2026, an estimated $1.71M.
  • DaVita made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2452 holding.
  • Raymond James Financial first reported a position in DaVita in Q4 2024 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.