Taproot Management’s DaVita DVA Stock Holding History

Taproot 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	–	Sell	-12,610	Closed	-$1.94M	–	52
2026 Q1	$1.94M	Buy	+12,610	New	+$1.71M	0.37%	104

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

Taproot Management's DVA Position: Q2 2026 in Review

Taproot Management sold out of DaVita (DVA) in Q2 2026, closing a stake of 12,610 shares — an estimated $1.94M sold.

Taproot Management first reported a position in DVA in Q1 2026 and held it in 1 quarter. The position peaked at $1.94M in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Taproot Management reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 12,610 DaVita shares in Q2 2026, an estimated $1.94M.
Taproot Management first reported a position in DaVita in Q1 2026 and held it in 1 quarter.
Taproot Management's DaVita position peaked at $1.94M in Q1 2026.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.