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Transamerica Financial Advisors’s DaVita DVA Stock Holding History

Transamerica Financial Advisors’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 		$101K Buy
452
+445
+6,357% +$80.9K 0.01% 575
2026
Q1 		$1.07K Buy
7
+4
+133% +$543 ﹤0.01% 1321
2025
Q4 		$341 Sell
3
-6
-67% -$730 ﹤0.01% 1435
2025
Q3 		$1.2K Buy
+9
New +$1.24K ﹤0.01% 1142

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

Transamerica Financial Advisors's DVA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its DaVita (DVA) stake by 6,357% in Q2 2026, buying an estimated $80.9K and bringing the position to 452 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #575.

Transamerica Financial Advisors first reported a position in DVA in Q3 2025 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Transamerica Financial Advisors held 452 shares of DaVita worth $101K as of Q2 2026.
  • Transamerica Financial Advisors bought 445 DaVita shares in Q2 2026, an estimated $80.9K.
  • DaVita made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #575 holding.
  • Transamerica Financial Advisors first reported a position in DaVita in Q3 2025 and has held it in 4 quarters since.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.