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Sigma Planning Corp’s DaVita DVA Stock Holding History

Sigma Planning Corp’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 		$209K Buy
+939
New +$171K 0.01% 1312
2019
Q1 		– Sell
-5,737
Closed -$295K – 952
2018
Q4 		$295K Buy
+5,737
New +$367K 0.02% 606

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

Sigma Planning Corp's DVA Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in DaVita (DVA) in Q2 2026: 939 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #1312 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in DVA as recently as Q4 2018.

Sigma Planning Corp first reported a position in DVA in Q4 2018 and has held it in 2 quarters since. The position peaked at $295K in Q4 2018. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Sigma Planning Corp held 939 shares of DaVita worth $209K as of Q2 2026.
  • DaVita was a new Sigma Planning Corp position in Q2 2026.
  • DaVita made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1312 holding.
  • Sigma Planning Corp first reported a position in DaVita in Q4 2018 and has held it in 2 quarters since.
  • Sigma Planning Corp's DaVita position peaked at $295K in Q4 2018.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.