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Smartleaf Asset Management’s DaVita DVA Stock Holding History

Smartleaf Asset 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 		$169K Hold
768
– – 0.01% 907
2026
Q1 		$117K Buy
768
+15
+2% +$2.04K ﹤0.01% 1029
2025
Q4 		$85.7K Buy
753
+301
+67% +$36.6K ﹤0.01% 1283
2025
Q3 		$59K Buy
452
+117
+35% +$16.1K ﹤0.01% 1313
2025
Q2 		$47.5K Sell
335
-378
-53% -$53.6K ﹤0.01% 1192
2025
Q1 		$107K Buy
713
+1
+0.1% +$157 0.01% 805
2024
Q4 		$107K Buy
712
+101
+17% +$15.8K 0.01% 810
2024
Q3 		$99.6K Sell
611
-981
-62% -$145K 0.01% 710
2024
Q2 		$225K Buy
1,592
+1,340
+532% +$185K 0.04% 350
2024
Q1 		$34.5K Buy
252
+227
+908% +$27.2K 0.01% 757
2023
Q4 		$2.61K Buy
+25
New +$2.31K ﹤0.01% 935

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

Smartleaf Asset Management's DVA Position: Q2 2026 in Review

Smartleaf Asset Management held its DaVita (DVA) position steady in Q2 2026 at 768 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #907.

Smartleaf Asset Management first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $225K in Q2 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Smartleaf Asset Management held 768 shares of DaVita worth $169K as of Q2 2026.
  • Smartleaf Asset Management left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #907 holding.
  • Smartleaf Asset Management first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's DaVita position peaked at $225K in Q2 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.