SoundView Advisors
DVA icon

SoundView Advisors’s DaVita DVA Stock Holding History

SoundView Advisors’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
Q3 		$308K Hold
1,765
– – 0.1% 26
2026
Q2 		$392K Hold
1,765
– – 0.13% 25
2026
Q1 		$271K Sell
1,765
-1,148
-39% -$156K 0.1% 28
2025
Q4 		$330K Sell
2,913
-1,071
-27% -$130K 0.12% 26
2025
Q3 		$529K Hold
3,984
– – 0.18% 18
2025
Q2 		$567K Hold
3,984
– – 0.21% 25
2025
Q1 		$609K Hold
3,984
– – 0.25% 25
2024
Q4 		$595K Buy
+3,984
New +$625K 0.25% 24

Other funds holding DVA

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SoundView Advisors's DVA Position: Q3 2026 in Review

SoundView Advisors held its DaVita (DVA) position steady in Q3 2026 at 1,765 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #26.

SoundView Advisors first reported a position in DVA in Q4 2024 and has held it in 8 quarters since. The position peaked at $609K in Q1 2025. 423 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • SoundView Advisors held 1,765 shares of DaVita worth $308K as of Q3 2026.
  • SoundView Advisors left its DaVita share count unchanged in Q3 2026.
  • DaVita made up 0.1% of SoundView Advisors's portfolio in Q3 2026, its #26 holding.
  • SoundView Advisors first reported a position in DaVita in Q4 2024 and has held it in 8 quarters since.
  • SoundView Advisors's DaVita position peaked at $609K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on SoundView Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.