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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
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 $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

SoundView Advisors's DVA Position: Q1 2026 in Review

SoundView Advisors reduced its DaVita (DVA) stake by 39% in Q1 2026, selling an estimated $156K and leaving 1,765 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #28.

SoundView Advisors first reported a position in DVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $609K in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • SoundView Advisors held 1,765 shares of DaVita worth $271K as of Q1 2026.
  • SoundView Advisors sold 1,148 DaVita shares in Q1 2026, an estimated $156K.
  • DaVita made up 0.1% of SoundView Advisors's portfolio in Q1 2026, its #28 holding.
  • SoundView Advisors first reported a position in DaVita in Q4 2024 and has held it in 6 quarters since.
  • SoundView Advisors's DaVita position peaked at $609K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on SoundView Advisors's 13F filing for Q1 2026, filed 1 May 2026.