Romano Brothers & Co’s DaVita DVA Stock Holding History

Romano Brothers & Co’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	$3.21M	Sell	14,438 -150	-1%	-$27.3K	0.32%	83
2026 Q1	$2.24M	Hold	14,588	–	–	0.25%	104
2025 Q4	$1.66M	Sell	14,588 -75	-0.5%	-$9.12K	0.19%	120
2025 Q3	$1.95M	Sell	14,663 -150	-1%	-$20.6K	0.22%	112
2025 Q2	$2.11M	Hold	14,813	–	–	0.26%	104
2025 Q1	$2.27M	Sell	14,813 -412	-3%	-$64.7K	0.29%	96
2024 Q4	$2.28M	Sell	15,225 -25	-0.2%	-$3.92K	0.29%	95
2024 Q3	$2.5M	Sell	15,250 -175	-1%	-$25.9K	0.31%	97
2024 Q2	$2.14M	Sell	15,425 -200	-1%	-$27.6K	0.3%	97
2024 Q1	$2.16M	Hold	15,625	–	–	0.3%	104
2023 Q4	$1.64M	Sell	15,625 -100	-0.6%	-$9.24K	0.24%	115
2023 Q3	$1.49M	Hold	15,725	–	–	0.23%	115
2023 Q2	$1.58M	Hold	15,725	–	–	0.24%	115
2023 Q1	$1.28M	Sell	15,725 -100	-0.6%	-$8.01K	0.2%	126
2022 Q4	$1.18M	Sell	15,825 -1,375	-8%	-$107K	0.18%	133
2022 Q3	$1.42M	Buy	+17,200	New	+$1.51M	0.23%	112

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

Romano Brothers & Co's DVA Position: Q2 2026 in Review

Romano Brothers & Co reduced its DaVita (DVA) stake by 1% in Q2 2026, selling an estimated $27.3K and leaving 14,438 shares worth $3.21M. The position accounts for 0.32% of the portfolio, ranked #83.

Romano Brothers & Co first reported a position in DVA in Q3 2022 and has held it in 16 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Romano Brothers & Co held 14,438 shares of DaVita worth $3.21M as of Q2 2026.
Romano Brothers & Co sold 150 DaVita shares in Q2 2026, an estimated $27.3K.
DaVita made up 0.32% of Romano Brothers & Co's portfolio in Q2 2026, its #83 holding.
Romano Brothers & Co first reported a position in DaVita in Q3 2022 and has held it in 16 quarters since.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.