Sage Rhino Capital’s DaVita DVA Stock Holding History

Sage Rhino Capital’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	$316K	Buy	1,422 +5	+0.4%	+$909	0.05%	215
2026 Q1	$218K	Buy	+1,417	New	+$192K	0.04%	268
2025 Q3	–	Sell	-1,420	Closed	-$202K	–	309
2025 Q2	$202K	Buy	1,420 +1	+0.1%	+$142	0.04%	247
2025 Q1	$217K	Hold	1,419	–	–	0.05%	221
2024 Q4	$212K	Sell	1,419 -4	-0.3%	-$627	0.05%	232
2024 Q3	$233K	Buy	+1,423	New	+$210K	0.05%	219
2022 Q2	–	Sell	-1,983	Closed	-$224K	–	211
2022 Q1	$224K	Sell	1,983 -614	-24%	-$68.9K	0.07%	194
2021 Q4	$295K	Buy	2,597 +6	+0.2%	+$645	0.08%	165
2021 Q3	$301K	Hold	2,591	–	–	0.09%	150
2021 Q2	$312K	Sell	2,591 -6	-0.2%	-$710	0.09%	147
2021 Q1	$280K	Hold	2,597	–	–	0.09%	141
2020 Q4	$305K	Sell	2,597 -10,560	-80%	-$1.08M	0.12%	126
2020 Q3	$1.13M	Buy	13,157 +142	+1%	+$12.1K	0.54%	34
2020 Q2	$1.03M	Sell	13,015 -980	-7%	-$76.5K	0.54%	39
2020 Q1	$1.06M	Sell	13,995 -615	-4%	-$48.3K	0.76%	27
2019 Q4	$1.11M	Buy	14,610 +1,569	+12%	+$104K	0.63%	38
2019 Q3	$744K	Sell	13,041 -1,517	-10%	-$88.1K	0.47%	48
2019 Q2	$819K	Buy	14,558 +636	+5%	+$32.9K	0.53%	45
2019 Q1	$756K	Buy	+13,922	New	+$771K	0.5%	45

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

Sage Rhino Capital's DVA Position: Q2 2026 in Review

Sage Rhino Capital increased its DaVita (DVA) stake by 0.35% in Q2 2026, buying an estimated $909 and bringing the position to 1,422 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #215.

Sage Rhino Capital first reported a position in DVA in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2020. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Sage Rhino Capital held 1,422 shares of DaVita worth $316K as of Q2 2026.
Sage Rhino Capital bought 5 DaVita shares in Q2 2026, an estimated $909.
DaVita made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #215 holding.
Sage Rhino Capital first reported a position in DaVita in Q1 2019 and has held it in 19 quarters since.
Sage Rhino Capital's DaVita position peaked at $1.13M in Q3 2020.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.