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TFC Financial Management’s DaVita DVA Stock Holding History

TFC Financial 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 		$1.78K Hold
8
– – ﹤0.01% 584
2026
Q1 		$1.23K Hold
8
– – ﹤0.01% 588
2025
Q4 		$909 Hold
8
– – ﹤0.01% 608
2025
Q3 		$1.06K Hold
8
– – ﹤0.01% 621
2025
Q2 		$1.14K Hold
8
– – ﹤0.01% 561
2025
Q1 		$1.22K Hold
8
– – ﹤0.01% 541
2024
Q4 		$1.2K Hold
8
– – ﹤0.01% 559
2024
Q3 		$1.31K Hold
8
– – ﹤0.01% 551
2024
Q2 		$1.11K Sell
8
-41
-84% -$5.65K ﹤0.01% 548
2024
Q1 		$6.76K Buy
49
+41
+513% +$4.92K ﹤0.01% 363
2023
Q4 		$839 Buy
+8
New +$739 ﹤0.01% 535

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

TFC Financial Management's DVA Position: Q2 2026 in Review

TFC Financial Management held its DaVita (DVA) position steady in Q2 2026 at 8 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

TFC Financial Management first reported a position in DVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.76K in Q1 2024. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • TFC Financial Management held 8 shares of DaVita worth $1.78K as of Q2 2026.
  • TFC Financial Management left its DaVita share count unchanged in Q2 2026.
  • DaVita made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #584 holding.
  • TFC Financial Management first reported a position in DaVita in Q4 2023 and has held it in 11 quarters since.
  • TFC Financial Management's DaVita position peaked at $6.76K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.