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Rialto Wealth Management’s DaVita DVA Stock Holding History

Rialto 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
Q1 		$3.23K Buy
21
+20
+2,000% +$2.71K ﹤0.01% 707
2025
Q4 		$114 Sell
1
-2
-67% -$243 ﹤0.01% 1618
2025
Q3 		$399 Sell
3
-2
-40% -$275 ﹤0.01% 1325
2025
Q2 		$713 Buy
+5
New +$708 ﹤0.01% 985

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

Rialto Wealth Management's DVA Position: Q1 2026 in Review

Rialto Wealth Management increased its DaVita (DVA) stake by 2,000% in Q1 2026, buying an estimated $2.71K and bringing the position to 21 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Rialto Wealth Management first reported a position in DVA in Q2 2025 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Rialto Wealth Management held 21 shares of DaVita worth $3.23K as of Q1 2026.
  • Rialto Wealth Management bought 20 DaVita shares in Q1 2026, an estimated $2.71K.
  • DaVita made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #707 holding.
  • Rialto Wealth Management first reported a position in DaVita in Q2 2025 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.