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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Smartleaf Asset Management's DVA Position: Q1 2026 in Review

Smartleaf Asset Management increased its DaVita (DVA) stake by 2% in Q1 2026, buying an estimated $2.04K and bringing the position to 768 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Smartleaf Asset Management first reported a position in DVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $225K in Q2 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Smartleaf Asset Management held 768 shares of DaVita worth $117K as of Q1 2026.
  • Smartleaf Asset Management bought 15 DaVita shares in Q1 2026, an estimated $2.04K.
  • DaVita made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1029 holding.
  • Smartleaf Asset Management first reported a position in DaVita in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's DaVita position peaked at $225K in Q2 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.