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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Romano Brothers & Co's DVA Position: Q1 2026 in Review

Romano Brothers & Co held its DaVita (DVA) position steady in Q1 2026 at 14,588 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #104.

Romano Brothers & Co first reported a position in DVA in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.5M in Q3 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Romano Brothers & Co held 14,588 shares of DaVita worth $2.24M as of Q1 2026.
Romano Brothers & Co left its DaVita share count unchanged in Q1 2026.
DaVita made up 0.25% of Romano Brothers & Co's portfolio in Q1 2026, its #104 holding.
Romano Brothers & Co first reported a position in DaVita in Q3 2022 and has held it in 15 quarters since.
Romano Brothers & Co's DaVita position peaked at $2.5M in Q3 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.