Resources Management Corp’s DaVita DVA Stock Holding History

Resources Management Corp’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	–	Sell	-300	Closed	-$46K	–	237
2026 Q1	$46K	Hold	300	–	–	0.01%	260
2025 Q4	$34K	Hold	300	–	–	﹤0.01%	287
2025 Q3	$40K	Hold	300	–	–	0.01%	263
2025 Q2	$43K	Hold	300	–	–	0.01%	275
2025 Q1	$46K	Hold	300	–	–	0.01%	284
2024 Q4	$45K	Hold	300	–	–	0.01%	285
2024 Q3	$49K	Hold	300	–	–	0.01%	293
2024 Q2	$42K	Hold	300	–	–	0.01%	294
2024 Q1	$41K	Hold	300	–	–	0.01%	295
2023 Q4	$31K	Hold	300	–	–	﹤0.01%	310
2023 Q3	$28K	Hold	300	–	–	﹤0.01%	313
2023 Q2	$30K	Buy	300 +295	+5,900%	+$27.4K	﹤0.01%	309
2023 Q1	$0	Sell	5 -295	-98%	-$23.6K	﹤0.01%	478
2022 Q4	$22K	Sell	300 -200	-40%	-$15.5K	﹤0.01%	336
2022 Q3	$41K	Hold	500	–	–	0.01%	309
2022 Q2	$40K	Hold	500	–	–	0.01%	316
2022 Q1	$57K	Hold	500	–	–	0.01%	304
2021 Q4	$57K	Hold	500	–	–	0.01%	312
2021 Q3	$58K	Hold	500	–	–	0.01%	306
2021 Q2	$60K	Hold	500	–	–	0.01%	315
2021 Q1	$54K	Hold	500	–	–	0.01%	306
2020 Q4	$59K	Hold	500	–	–	0.01%	299
2020 Q3	$43K	Sell	500 -80	-14%	-$6.83K	0.01%	298
2020 Q2	$46K	Hold	580	–	–	0.01%	300
2020 Q1	$44K	Hold	580	–	–	0.01%	296
2019 Q4	$44K	Hold	580	–	–	0.01%	296
2019 Q3	$33K	Buy	+580	New	+$33.7K	0.01%	331
2018 Q4	$29K	Hold	580	–	–	0.01%	321
2018 Q3	$41K	Buy	+580	New	+$41K	0.01%	299

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Resources Management Corp's DVA Position: Q2 2026 in Review

Resources Management Corp sold out of DaVita (DVA) in Q2 2026, closing a stake of 300 shares — an estimated $46K sold.

Resources Management Corp first reported a position in DVA in Q3 2018 and held it in 29 quarters. The position peaked at $60K in Q2 2021. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Resources Management Corp reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 300 DaVita shares in Q2 2026, an estimated $46K.
Resources Management Corp first reported a position in DaVita in Q3 2018 and held it in 29 quarters.
Resources Management Corp's DaVita position peaked at $60K in Q2 2021.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.