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Sound Income Strategies’s DaVita DVA Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$150 – 980
2026
Q1 		$150 Buy
+1
New +$136 ﹤0.01% 2485
2021
Q2 		– Sell
-100
Closed -$10.8K – 918
2021
Q1 		$10.8K Hold
100
– – ﹤0.01% 469
2020
Q4 		$12K Hold
100
– – ﹤0.01% 415
2020
Q3 		$9K Hold
100
– – ﹤0.01% 427
2020
Q2 		$8K Hold
100
– – ﹤0.01% 421
2020
Q1 		$8K Buy
+100
New +$7.86K ﹤0.01% 369
2018
Q3 		– Sell
-1
Closed – – 728
2018
Q2 		$0 Sell
1
-52
-98% -$3.47K ﹤0.01% 656
2018
Q1 		$3K Buy
+53
New +$3.89K ﹤0.01% 435

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

Sound Income Strategies's DVA Position: Q2 2026 in Review

Sound Income Strategies sold out of DaVita (DVA) in Q2 2026, closing a stake of 1 share — an estimated $150 sold.

Sound Income Strategies first reported a position in DVA in Q1 2018 and held it in 8 quarters. The position peaked at $12K in Q4 2020. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Sound Income Strategies reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 DaVita share in Q2 2026, an estimated $150.
  • Sound Income Strategies first reported a position in DaVita in Q1 2018 and held it in 8 quarters.
  • Sound Income Strategies's DaVita position peaked at $12K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.