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Red Tortoise LLC’s DaVita DVA Stock Holding History

Red Tortoise LLC’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 		$3.54K Hold
23
– – ﹤0.01% 438
2025
Q4 		$2.61K Hold
23
– – ﹤0.01% 503
2025
Q3 		$3.06K Hold
23
– – ﹤0.01% 468
2025
Q2 		$3.28K Hold
23
– – ﹤0.01% 438
2025
Q1 		$3.52K Hold
23
– – ﹤0.01% 407
2024
Q4 		$3.44K Hold
23
– – ﹤0.01% 425
2024
Q3 		$3.77K Hold
23
– – ﹤0.01% 406
2024
Q2 		$3.19K Hold
23
– – ﹤0.01% 423
2024
Q1 		$3.17K Hold
23
– – ﹤0.01% 427
2023
Q4 		$2.41K Buy
+23
New +$2.13K ﹤0.01% 434

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Red Tortoise LLC's DVA Position: Q1 2026 in Review

Red Tortoise LLC held its DaVita (DVA) position steady in Q1 2026 at 23 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Red Tortoise LLC first reported a position in DVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.77K in Q3 2024. 584 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Red Tortoise LLC held 23 shares of DaVita worth $3.54K as of Q1 2026.
  • Red Tortoise LLC left its DaVita share count unchanged in Q1 2026.
  • DaVita made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #438 holding.
  • Red Tortoise LLC first reported a position in DaVita in Q4 2023 and has held it in 10 quarters since.
  • Red Tortoise LLC's DaVita position peaked at $3.77K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.