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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
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 $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

TFC Financial Management's DVA Position: Q1 2026 in Review

TFC Financial Management held its DaVita (DVA) position steady in Q1 2026 at 8 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

TFC Financial Management first reported a position in DVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.76K in Q1 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • TFC Financial Management held 8 shares of DaVita worth $1.23K as of Q1 2026.
  • TFC Financial Management left its DaVita share count unchanged in Q1 2026.
  • DaVita made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #588 holding.
  • TFC Financial Management first reported a position in DaVita in Q4 2023 and has held it in 10 quarters since.
  • TFC Financial Management's DaVita position peaked at $6.76K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.