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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
2022
Q1 		– Sell
-2,000
Closed -$228K – 1155
2021
Q4 		$228K Buy
+2,000
New +$215K 0.01% 573

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

Summit Securities Group's DVA Position: Q2 2026 in Review

Summit Securities Group reduced its DaVita (DVA) stake by 98% in Q2 2026, selling an estimated $90.3K and leaving 8 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Summit Securities Group first reported a position in DVA in Q1 2017 and has held it in 12 quarters since. The position peaked at $823K in Q1 2017. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Summit Securities Group held 8 shares of DaVita worth $1.78K as of Q2 2026.
  • Summit Securities Group sold 497 DaVita shares in Q2 2026, an estimated $90.3K.
  • DaVita made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1097 holding.
  • Summit Securities Group first reported a position in DaVita in Q1 2017 and has held it in 12 quarters since.
  • Summit Securities Group's DaVita position peaked at $823K in Q1 2017.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.