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Sequoia Financial Advisors’s DaVita DVA Stock Holding History

Sequoia Financial Advisors’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 		$621K Buy
2,791
+164
+6% +$29.8K ﹤0.01% 1199
2026
Q1 		$404K Sell
2,627
-686
-21% -$93K ﹤0.01% 1396
2025
Q4 		$376K Buy
3,313
+1,269
+62% +$154K ﹤0.01% 1436
2025
Q3 		$272K Buy
2,044
+26
+1% +$3.57K ﹤0.01% 1444
2025
Q2 		$287K Buy
2,018
+143
+8% +$20.3K ﹤0.01% 1286
2025
Q1 		$287K Sell
1,875
-22
-1% -$3.46K ﹤0.01% 1083
2024
Q4 		$284K Buy
1,897
+110
+6% +$17.2K ﹤0.01% 1046
2024
Q3 		$293K Buy
1,787
+32
+2% +$4.73K ﹤0.01% 979
2024
Q2 		$243K Buy
1,755
+14
+0.8% +$1.93K ﹤0.01% 987
2024
Q1 		$240K Sell
1,741
-1,196
-41% -$143K ﹤0.01% 965
2023
Q4 		$308K Buy
+2,937
New +$271K ﹤0.01% 919

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sequoia Financial Advisors's DVA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its DaVita (DVA) stake by 6.2% in Q2 2026, buying an estimated $29.8K and bringing the position to 2,791 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Sequoia Financial Advisors first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Sequoia Financial Advisors held 2,791 shares of DaVita worth $621K as of Q2 2026.
  • Sequoia Financial Advisors bought 164 DaVita shares in Q2 2026, an estimated $29.8K.
  • DaVita made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1199 holding.
  • Sequoia Financial Advisors first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.