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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
Q1 		$154 Buy
+1
New +$136 ﹤0.01% 1752

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's DVA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in DaVita (DVA) in Q1 2026: 1 share worth $154. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings.

583 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • SHP Wealth Management held 1 share of DaVita worth $154 as of Q1 2026.
  • DaVita was a new SHP Wealth Management position in Q1 2026.
  • DaVita made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1752 holding.
  • 583 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.