True Wealth Design
DVA icon

True Wealth Design’s DaVita DVA Stock Holding History

True Wealth Design’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
Q3 		$42.3K Buy
242
+70
+41% +$14.1K 0.01% 571
2026
Q2 		$38.3K Buy
172
+61
+55% +$11.1K 0.01% 588
2026
Q1 		$17.1K Sell
111
-12
-10% -$1.63K ﹤0.01% 780
2025
Q4 		$14K Buy
123
+49
+66% +$5.96K ﹤0.01% 733
2025
Q3 		$9.8K Buy
74
+63
+573% +$8.65K ﹤0.01% 838
2025
Q2 		$1.57K Buy
11
+1
+10% +$142 ﹤0.01% 1278
2025
Q1 		$1.53K Buy
10
+1
+11% +$157 ﹤0.01% 1105
2024
Q4 		$1.35K Hold
9
– – ﹤0.01% 847
2024
Q3 		$1.48K Hold
9
– – ﹤0.01% 867
2024
Q2 		$1.25K Buy
9
+2
+29% +$276 ﹤0.01% 460
2024
Q1 		$967 Buy
7
+3
+75% +$360 ﹤0.01% 475
2023
Q4 		$420 Hold
4
– – ﹤0.01% 511
2023
Q3 		$379 Sell
4
-1
-20% -$102 ﹤0.01% 491
2023
Q2 		$503 Buy
5
+1
+25% +$93 ﹤0.01% 437
2023
Q1 		$325 Hold
4
– – ﹤0.01% 633
2022
Q4 		$299 Buy
+4
New +$311 ﹤0.01% 583

Other funds holding DVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

True Wealth Design's DVA Position: Q3 2026 in Review

True Wealth Design increased its DaVita (DVA) stake by 41% in Q3 2026, buying an estimated $14.1K and bringing the position to 242 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #571.

True Wealth Design first reported a position in DVA in Q4 2022 and has held it in 16 quarters since. 361 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

  • True Wealth Design held 242 shares of DaVita worth $42.3K as of Q3 2026.
  • True Wealth Design bought 70 DaVita shares in Q3 2026, an estimated $14.1K.
  • DaVita made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #571 holding.
  • True Wealth Design first reported a position in DaVita in Q4 2022 and has held it in 16 quarters since.
  • 361 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.