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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 $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

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.