Rockefeller Capital Management
DVA icon

Rockefeller Capital Management’s DaVita DVA Stock Holding History

Rockefeller Capital 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 		$249K Buy
1,119
+54
+5% +$9.81K ﹤0.01% 2486
2026
Q1 		$164K Buy
1,065
+16
+2% +$2.17K ﹤0.01% 2613
2025
Q4 		$119K Buy
1,049
+221
+27% +$26.9K ﹤0.01% 2633
2025
Q3 		$110K Buy
+828
New +$114K ﹤0.01% 2543
2023
Q1 		– Sell
-1,666
Closed -$123K – 2476
2022
Q4 		$123K Buy
1,666
+795
+91% +$61.7K ﹤0.01% 1918
2022
Q3 		$72K Sell
871
-234
-21% -$20.5K ﹤0.01% 2169
2022
Q2 		$88K Sell
1,105
-37
-3% -$3.75K ﹤0.01% 2013
2022
Q1 		$128K Sell
1,142
-774
-40% -$86.9K ﹤0.01% 1875
2021
Q4 		$217K Buy
1,916
+446
+30% +$47.9K ﹤0.01% 1613
2021
Q3 		$170K Buy
1,470
+854
+139% +$107K ﹤0.01% 1632
2021
Q2 		$74K Buy
616
+438
+246% +$51.8K ﹤0.01% 1915
2021
Q1 		$19K Sell
178
-3,529
-95% -$392K ﹤0.01% 2298
2020
Q4 		$434K Buy
+3,707
New +$378K ﹤0.01% 961
2020
Q3 		– Sell
-39
Closed -$3K – 2626
2020
Q2 		$3K Sell
39
-612
-94% -$47.8K ﹤0.01% 2215
2020
Q1 		$50K Buy
651
+469
+258% +$36.9K ﹤0.01% 1232
2019
Q4 		$14K Buy
+182
New +$12.1K ﹤0.01% 1503
2019
Q2 		– Sell
-162
Closed -$9K – 1733
2019
Q1 		$9K Buy
162
+142
+710% +$7.86K ﹤0.01% 1497
2018
Q4 		$1K Hold
20
– – ﹤0.01% 881
2018
Q3 		$1K Hold
20
– – ﹤0.01% 733
2018
Q2 		$1K Buy
+20
New +$1.34K ﹤0.01% 757

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's DVA Position: Q2 2026 in Review

Rockefeller Capital Management increased its DaVita (DVA) stake by 5.1% in Q2 2026, buying an estimated $9.81K and bringing the position to 1,119 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Rockefeller Capital Management first reported a position in DVA in Q2 2018 and has held it in 20 quarters since. The position peaked at $434K in Q4 2020. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Rockefeller Capital Management held 1,119 shares of DaVita worth $249K as of Q2 2026.
  • Rockefeller Capital Management bought 54 DaVita shares in Q2 2026, an estimated $9.81K.
  • DaVita made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2486 holding.
  • Rockefeller Capital Management first reported a position in DaVita in Q2 2018 and has held it in 20 quarters since.
  • Rockefeller Capital Management's DaVita position peaked at $434K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.