Spire Wealth Management’s DaVita DVA Stock Holding History

Spire Wealth 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 Q2	$2K	Buy	9 +1	+13%	+$182	﹤0.01%	2014
2026 Q1	$1.23K	Hold	8	–	–	﹤0.01%	2114
2025 Q4	$909	Sell	8 -1	-11%	-$122	﹤0.01%	2207
2025 Q3	$1.2K	Sell	9 -101	-92%	-$13.9K	﹤0.01%	2241
2025 Q2	$15.7K	Buy	110 +1	+0.9%	+$142	﹤0.01%	1590
2025 Q1	$16.7K	Hold	109	–	–	﹤0.01%	1673
2024 Q4	$16.3K	Buy	+109	New	+$17.1K	﹤0.01%	1687
2022 Q2	–	Sell	-292	Closed	-$33K	–	2692
2022 Q1	$33K	Sell	292 -9	-3%	-$1.01K	﹤0.01%	1610
2021 Q4	$34K	Buy	301 +9	+3%	+$967	﹤0.01%	1900
2021 Q3	$34K	Hold	292	–	–	﹤0.01%	1635
2021 Q2	$35K	Buy	+292	New	+$34.6K	﹤0.01%	1637

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Spire Wealth Management's DVA Position: Q2 2026 in Review

Spire Wealth Management increased its DaVita (DVA) stake by 13% in Q2 2026, buying an estimated $182 and bringing the position to 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Spire Wealth Management first reported a position in DVA in Q2 2021 and has held it in 11 quarters since. The position peaked at $35K in Q2 2021. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Spire Wealth Management held 9 shares of DaVita worth $2K as of Q2 2026.
Spire Wealth Management bought 1 DaVita share in Q2 2026, an estimated $182.
DaVita made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2014 holding.
Spire Wealth Management first reported a position in DaVita in Q2 2021 and has held it in 11 quarters since.
Spire Wealth Management's DaVita position peaked at $35K in Q2 2021.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.