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Ritholtz Wealth Management’s DaVita DVA Stock Holding History

Ritholtz 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
Q2 		$1.35M Buy
6,087
+700
+13% +$127K 0.02% 533
2026
Q1 		$828K Buy
5,387
+443
+9% +$60.1K 0.01% 607
2025
Q4 		$562K Sell
4,944
-813
-14% -$98.9K 0.01% 685
2025
Q3 		$765K Sell
5,757
-265
-4% -$36.4K 0.01% 560
2025
Q2 		$858K Sell
6,022
-667
-10% -$94.5K 0.02% 489
2025
Q1 		$1.02M Sell
6,689
-82
-1% -$12.9K 0.03% 395
2024
Q4 		$1.01M Sell
6,771
-766
-10% -$120K 0.03% 361
2024
Q3 		$1.24M Sell
7,537
-2,246
-23% -$332K 0.04% 330
2024
Q2 		$1.36M Buy
9,783
+371
+4% +$51.1K 0.04% 274
2024
Q1 		$1.3M Buy
9,412
+1,737
+23% +$208K 0.04% 292
2023
Q4 		$804K Buy
7,675
+574
+8% +$53K 0.03% 376
2023
Q3 		$671K Buy
7,101
+2,912
+70% +$297K 0.03% 389
2023
Q2 		$421K Buy
+4,189
New +$389K 0.02% 468
2022
Q4 		– Sell
-4,011
Closed -$332K – 621
2022
Q3 		$332K Sell
4,011
-937
-19% -$82.2K 0.02% 515
2022
Q2 		$396K Sell
4,948
-1,085
-18% -$110K 0.02% 369
2022
Q1 		$682K Buy
6,033
+35
+0.6% +$3.93K 0.05% 250
2021
Q4 		$682K Sell
5,998
-1,231
-17% -$132K 0.04% 238
2021
Q3 		$840K Sell
7,229
-111
-2% -$13.9K 0.06% 170
2021
Q2 		$884K Sell
7,340
-317
-4% -$37.5K 0.06% 163
2021
Q1 		$825K Sell
7,657
-411
-5% -$45.7K 0.07% 133
2020
Q4 		$947K Buy
8,068
+162
+2% +$16.5K 0.09% 95
2020
Q3 		$677K Buy
7,906
+2,355
+42% +$201K 0.08% 105
2020
Q2 		$439K Buy
5,551
+2,615
+89% +$204K 0.06% 126
2020
Q1 		$223K Buy
+2,936
New +$231K 0.04% 135

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 $3.37T AUM 44.26% 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

Ritholtz Wealth Management's DVA Position: Q2 2026 in Review

Ritholtz Wealth Management increased its DaVita (DVA) stake by 13% in Q2 2026, buying an estimated $127K and bringing the position to 6,087 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #533.

Ritholtz Wealth Management first reported a position in DVA in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.36M in Q2 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Ritholtz Wealth Management held 6,087 shares of DaVita worth $1.35M as of Q2 2026.
  • Ritholtz Wealth Management bought 700 DaVita shares in Q2 2026, an estimated $127K.
  • DaVita made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Ritholtz Wealth Management first reported a position in DaVita in Q1 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's DaVita position peaked at $1.36M in Q2 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.