TAM
DVA icon

Todd Asset Management’s DaVita DVA Stock Holding History

Todd Asset 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 		$32.7M Sell
146,969
-75,708
-34% -$13.8M 0.58% 76
2026
Q1 		$34.2M Buy
222,677
+36,403
+20% +$4.94M 0.67% 72
2025
Q4 		$21.2M Buy
186,274
+21,887
+13% +$2.66M 0.41% 103
2025
Q3 		$21.8M Buy
+164,387
New +$22.6M 0.44% 106
2024
Q4 		– Sell
-1,552
Closed -$254K – 169
2024
Q3 		$254K Sell
1,552
-77
-5% -$11.4K 0.01% 168
2024
Q2 		$226K Hold
1,629
– – ﹤0.01% 205
2024
Q1 		$225K Buy
+1,629
New +$195K ﹤0.01% 208
2023
Q2 		– Sell
-261,402
Closed -$21.2M – 216
2023
Q1 		$21.2M Buy
+261,402
New +$20.9M 0.51% 91
2022
Q4 		– Sell
-377,020
Closed -$31.2M – 214
2022
Q3 		$31.2M Sell
377,020
-103,050
-21% -$9.04M 0.87% 32
2022
Q2 		$38.4M Sell
480,070
-7,364
-2% -$745K 0.99% 22
2022
Q1 		$55.1M Buy
487,434
+30,746
+7% +$3.45M 1.21% 14
2021
Q4 		$52M Sell
456,688
-13,100
-3% -$1.41M 1.12% 18
2021
Q3 		$54.6M Sell
469,788
-17,941
-4% -$2.25M 1.25% 14
2021
Q2 		$58.7M Buy
487,729
+79,408
+19% +$9.4M 1.33% 10
2021
Q1 		$44M Buy
408,321
+5,695
+1% +$633K 1.03% 18
2020
Q4 		$47.3M Buy
402,626
+8,291
+2% +$845K 1.21% 13
2020
Q3 		$33.8M Buy
394,335
+93,019
+31% +$7.95M 1.01% 23
2020
Q2 		$23.8M Buy
+301,316
New +$23.5M 0.76% 50
2019
Q3 		– Sell
-277,441
Closed -$15.6M – 228
2019
Q2 		$15.6M Buy
277,441
+15,664
+6% +$812K 0.43% 107
2019
Q1 		$14.2M Buy
261,777
+33,566
+15% +$1.86M 0.4% 118
2018
Q4 		$11.7M Buy
+228,211
New +$14.6M 0.38% 127

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

Todd Asset Management's DVA Position: Q2 2026 in Review

Todd Asset Management reduced its DaVita (DVA) stake by 34% in Q2 2026, selling an estimated $13.8M and leaving 146,969 shares worth $32.7M. The position accounts for 0.58% of the portfolio, ranked #76.

Todd Asset Management first reported a position in DVA in Q4 2018 and has held it in 21 quarters since. The position peaked at $58.7M in Q2 2021. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Todd Asset Management held 146,969 shares of DaVita worth $32.7M as of Q2 2026.
  • Todd Asset Management sold 75,708 DaVita shares in Q2 2026, an estimated $13.8M.
  • DaVita made up 0.58% of Todd Asset Management's portfolio in Q2 2026, its #76 holding.
  • Todd Asset Management first reported a position in DaVita in Q4 2018 and has held it in 21 quarters since.
  • Todd Asset Management's DaVita position peaked at $58.7M in Q2 2021.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.