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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
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

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

SoundView Advisors's DVA Position: Q2 2026 in Review

SoundView Advisors held its DaVita (DVA) position steady in Q2 2026 at 1,765 shares worth $392K. The position accounts for 0.13% of the portfolio, ranked #25.

SoundView Advisors first reported a position in DVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $609K in Q1 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • SoundView Advisors held 1,765 shares of DaVita worth $392K as of Q2 2026.
  • SoundView Advisors left its DaVita share count unchanged in Q2 2026.
  • DaVita made up 0.13% of SoundView Advisors's portfolio in Q2 2026, its #25 holding.
  • SoundView Advisors first reported a position in DaVita in Q4 2024 and has held it in 7 quarters since.
  • SoundView Advisors's DaVita position peaked at $609K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.