Root Financial Partners
DVA icon

Root Financial Partners’s DaVita DVA Stock Holding History

Root Financial Partners’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
Q3 		$106K Buy
+604
New +$121K ﹤0.01% 715
2026
Q2 		– Sell
-187
Closed -$28.7K – 1169
2026
Q1 		$28.7K Buy
187
+105
+128% +$14.2K ﹤0.01% 1141
2025
Q4 		$9.32K Sell
82
-36
-31% -$4.38K ﹤0.01% 1524
2025
Q3 		$15.7K Buy
+118
New +$16.2K ﹤0.01% 1237

Other funds holding DVA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's DVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in DaVita (DVA) in Q3 2026: 604 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DVA as recently as Q1 2026.

Root Financial Partners first reported a position in DVA in Q3 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • Root Financial Partners held 604 shares of DaVita worth $106K as of Q3 2026.
  • DaVita was a new Root Financial Partners position in Q3 2026.
  • DaVita made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #715 holding.
  • Root Financial Partners first reported a position in DaVita in Q3 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.