Summit Securities Group’s DaVita DVA Stock Holding History

Summit Securities Group’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	$77.6K	Buy	505 +452	+853%	+$61.3K	0.01%	321
2025 Q4	$6.02K	Sell	53 -9	-15%	-$1.09K	﹤0.01%	924
2025 Q3	$8.24K	Buy	62 +34	+121%	+$4.67K	﹤0.01%	883
2025 Q2	$3.99K	Buy	+28	New	+$3.97K	﹤0.01%	995
2023 Q3	–	Sell	-72	Closed	-$7K	–	681
2023 Q2	$7K	Sell	72 -37	-34%	-$3.43K	﹤0.01%	801
2023 Q1	$9K	Sell	109 -3,959	-97%	-$317K	﹤0.01%	692
2022 Q4	$304K	Buy	4,068 +4,035	+12,227%	+$313K	0.01%	372
2022 Q3	$3K	Sell	33 -95	-74%	-$8.33K	﹤0.01%	845
2022 Q2	$10K	Buy	128 +103	+412%	+$10.4K	﹤0.01%	834
2022 Q1	$3K	Buy	+25	New	+$2.81K	﹤0.01%	1020
2017 Q2	–	Sell	-12,104	Closed	-$823K	–	271
2017 Q1	$823K	Buy	+12,104	New	+$801K	0.24%	90

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's DVA Position: Q1 2026 in Review

Summit Securities Group increased its DaVita (DVA) stake by 853% in Q1 2026, buying an estimated $61.3K and bringing the position to 505 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #321.

Summit Securities Group first reported a position in DVA in Q1 2017 and has held it in 11 quarters since. The position peaked at $823K in Q1 2017. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Summit Securities Group held 505 shares of DaVita worth $77.6K as of Q1 2026.
Summit Securities Group bought 452 DaVita shares in Q1 2026, an estimated $61.3K.
DaVita made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #321 holding.
Summit Securities Group first reported a position in DaVita in Q1 2017 and has held it in 11 quarters since.
Summit Securities Group's DaVita position peaked at $823K in Q1 2017.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.