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SHP Wealth Management’s DaVita DVA Stock Holding History

SHP Wealth Management’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 		$1.78K Buy
8
+7
+700% +$1.27K ﹤0.01% 1427
2026
Q1 		$154 Buy
+1
New +$136 ﹤0.01% 1752

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 $3.38T AUM 44.17% 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

SHP Wealth Management's DVA Position: Q2 2026 in Review

SHP Wealth Management increased its DaVita (DVA) stake by 700% in Q2 2026, buying an estimated $1.27K and bringing the position to 8 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

SHP Wealth Management first reported a position in DVA in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • SHP Wealth Management held 8 shares of DaVita worth $1.78K as of Q2 2026.
  • SHP Wealth Management bought 7 DaVita shares in Q2 2026, an estimated $1.27K.
  • DaVita made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1427 holding.
  • SHP Wealth Management first reported a position in DaVita in Q1 2026 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.