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Sunbelt Securities’s DaVita DVA Stock Holding History

Sunbelt Securities’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 		$8.91K Hold
58
– – ﹤0.01% 1529
2025
Q4 		$6.59K Hold
58
– – ﹤0.01% 1551
2025
Q3 		$7.71K Hold
58
– – ﹤0.01% 1506
2025
Q2 		$8.67K Sell
58
-30
-34% -$4.25K ﹤0.01% 1331
2025
Q1 		$13.5K Buy
88
+30
+52% +$4.71K ﹤0.01% 1205
2024
Q4 		$8.69K Hold
58
– – ﹤0.01% 1335
2024
Q3 		$9.51K Hold
58
– – ﹤0.01% 1299
2024
Q2 		$8.04K Hold
58
– – ﹤0.01% 1304
2024
Q1 		$8.01K Hold
58
– – ﹤0.01% 1279
2023
Q4 		$6.08K Hold
58
– – ﹤0.01% 1272
2023
Q3 		$5.48K Hold
58
– – ﹤0.01% 1290
2023
Q2 		$5.83K Sell
58
-85
-59% -$7.89K ﹤0.01% 1299
2023
Q1 		$11.4K Buy
+143
New +$11.5K ﹤0.01% 1096

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

Sunbelt Securities's DVA Position: Q1 2026 in Review

Sunbelt Securities held its DaVita (DVA) position steady in Q1 2026 at 58 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Sunbelt Securities first reported a position in DVA in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.5K in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Sunbelt Securities held 58 shares of DaVita worth $8.91K as of Q1 2026.
  • Sunbelt Securities left its DaVita share count unchanged in Q1 2026.
  • DaVita made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1529 holding.
  • Sunbelt Securities first reported a position in DaVita in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's DaVita position peaked at $13.5K in Q1 2025.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.