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TD Private Client Wealth’s DaVita DVA Stock Holding History

TD Private Client Wealth’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 		$150K Buy
676
+120
+22% +$21.8K ﹤0.01% 709
2026
Q1 		$85.5K Sell
556
-51
-8% -$6.92K ﹤0.01% 780
2025
Q4 		$69K Buy
607
+43
+8% +$5.23K ﹤0.01% 833
2025
Q3 		$74.9K Buy
564
+133
+31% +$18.3K ﹤0.01% 793
2025
Q2 		$61.4K Sell
431
-5,272
-92% -$747K ﹤0.01% 812
2025
Q1 		$872K Buy
5,703
+1,015
+22% +$159K 0.02% 371
2024
Q4 		$701K Buy
4,688
+4,392
+1,484% +$689K 0.02% 410
2024
Q3 		$48.5K Sell
296
-2
-0.7% -$295 ﹤0.01% 831
2024
Q2 		$41.3K Buy
298
+3
+1% +$413 ﹤0.01% 843
2024
Q1 		$40.7K Sell
295
-8
-3% -$960 ﹤0.01% 849
2023
Q4 		$31.7K Buy
303
+91
+43% +$8.41K ﹤0.01% 889
2023
Q3 		$20K Sell
212
-250
-54% -$25.5K ﹤0.01% 932
2023
Q2 		$46.4K Buy
462
+72
+18% +$6.68K ﹤0.01% 794
2023
Q1 		$31.6K Buy
390
+12
+3% +$962 ﹤0.01% 861
2022
Q4 		$28.2K Buy
378
+173
+84% +$13.4K ﹤0.01% 859
2022
Q3 		$17K Sell
205
-8
-4% -$702 ﹤0.01% 936
2022
Q2 		$17K Sell
213
-21
-9% -$2.13K ﹤0.01% 943
2022
Q1 		$26.5K Sell
234
-52
-18% -$5.84K ﹤0.01% 895
2021
Q4 		$32.5K Sell
286
-1
-0.3% -$107 ﹤0.01% 801
2021
Q3 		$33.4K Hold
287
– – ﹤0.01% 794
2021
Q2 		$34.6K Hold
287
– – ﹤0.01% 788
2021
Q1 		$30.9K Sell
287
-21
-7% -$2.33K ﹤0.01% 773
2020
Q4 		$36.2K Hold
308
– – ﹤0.01% 704
2020
Q3 		$26.4K Sell
308
-3
-1% -$256 ﹤0.01% 700
2020
Q2 		$24.6K Buy
311
+62
+25% +$4.84K ﹤0.01% 700
2020
Q1 		$18.9K Buy
249
+20
+9% +$1.57K ﹤0.01% 689
2019
Q4 		$17.2K Buy
+229
New +$15.2K ﹤0.01% 716

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

TD Private Client Wealth's DVA Position: Q2 2026 in Review

TD Private Client Wealth increased its DaVita (DVA) stake by 22% in Q2 2026, buying an estimated $21.8K and bringing the position to 676 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

TD Private Client Wealth first reported a position in DVA in Q4 2019 and has held it in 27 quarters since. The position peaked at $872K in Q1 2025. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • TD Private Client Wealth held 676 shares of DaVita worth $150K as of Q2 2026.
  • TD Private Client Wealth bought 120 DaVita shares in Q2 2026, an estimated $21.8K.
  • DaVita made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #709 holding.
  • TD Private Client Wealth first reported a position in DaVita in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's DaVita position peaked at $872K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.