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Rothschild Investment LLC’s DaVita DVA Stock Holding History

Rothschild Investment LLC’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 		$2.66M Buy
11,964
+408
+4% +$74.1K 0.1% 196
2026
Q1 		$1.78M Buy
11,556
+456
+4% +$61.8K 0.09% 178
2025
Q4 		$1.26M Sell
11,100
-531
-5% -$64.6K 0.07% 216
2025
Q3 		$1.55M Buy
11,631
+6
+0.1% +$824 0.09% 181
2025
Q2 		$1.66M Sell
11,625
-240
-2% -$34K 0.1% 160
2025
Q1 		$1.81M Hold
11,865
– – 0.12% 156
2024
Q4 		$1.77M Sell
11,865
-176
-1% -$27.6K 0.12% 157
2024
Q3 		$1.97M Hold
12,041
– – 0.13% 147
2024
Q2 		$1.67M Buy
12,041
+6
+0% +$827 0.12% 154
2024
Q1 		$1.66M Hold
12,035
– – 0.12% 149
2023
Q4 		$1.26M Sell
12,035
-800
-6% -$73.9K 0.11% 161
2023
Q3 		$1.21M Hold
12,835
– – 0.1% 182
2023
Q2 		$1.29M Buy
12,835
+10
+0.1% +$928 0.11% 185
2023
Q1 		$1.04M Sell
12,825
-600
-4% -$48.1K 0.09% 201
2022
Q4 		$1M Hold
13,425
– – 0.09% 202
2022
Q3 		$1.11M Hold
13,425
– – 0.11% 184
2022
Q2 		$1.07M Sell
13,425
-75
-0.6% -$7.59K 0.1% 199
2022
Q1 		$1.53M Sell
13,500
-195
-1% -$21.9K 0.12% 172
2021
Q4 		$1.56M Buy
13,695
+100
+0.7% +$10.7K 0.12% 165
2021
Q3 		$1.58M Hold
13,595
– – 0.13% 157
2021
Q2 		$1.64M Sell
13,595
-250
-2% -$29.6K 0.13% 161
2021
Q1 		$1.49M Hold
13,845
– – 0.13% 165
2020
Q4 		$1.63M Sell
13,845
-175
-1% -$17.8K 0.16% 135
2020
Q3 		$1.2M Sell
14,020
-2,375
-14% -$203K 0.13% 149
2020
Q2 		$1.3M Buy
16,395
+710
+5% +$55.4K 0.16% 138
2020
Q1 		$1.19M Sell
15,685
-3,690
-19% -$290K 0.16% 143
2019
Q4 		$1.45M Buy
19,375
+2,690
+16% +$178K 0.14% 151
2019
Q3 		$952K Buy
16,685
+3,625
+28% +$211K 0.11% 170
2019
Q2 		$735K Buy
+13,060
New +$677K 0.09% 203

Other funds holding DVA

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rothschild Investment LLC's DVA Position: Q2 2026 in Review

Rothschild Investment LLC increased its DaVita (DVA) stake by 3.5% in Q2 2026, buying an estimated $74.1K and bringing the position to 11,964 shares worth $2.66M. The position accounts for 0.1% of the portfolio, ranked #196.

Rothschild Investment LLC first reported a position in DVA in Q2 2019 and has held it in 29 quarters since. 262 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Rothschild Investment LLC held 11,964 shares of DaVita worth $2.66M as of Q2 2026.
  • Rothschild Investment LLC bought 408 DaVita shares in Q2 2026, an estimated $74.1K.
  • DaVita made up 0.1% of Rothschild Investment LLC's portfolio in Q2 2026, its #196 holding.
  • Rothschild Investment LLC first reported a position in DaVita in Q2 2019 and has held it in 29 quarters since.
  • 262 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.