Turning Point Benefit Group’s DaVita DVA Stock Holding History

Turning Point Benefit Group’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	–	Sell	-3	Closed	-$340	–	295
2025 Q4	$340	Hold	3	–	–	﹤0.01%	693
2025 Q3	$398	Buy	+3	New	+$412	﹤0.01%	539

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's DVA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of DaVita (DVA) in Q1 2026, closing a stake of 3 shares — an estimated $340 sold.

Turning Point Benefit Group first reported a position in DVA in Q3 2025 and held it in 2 quarters. The position peaked at $398 in Q3 2025. 584 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Turning Point Benefit Group reported no remaining DaVita position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 3 DaVita shares in Q1 2026, an estimated $340.
Turning Point Benefit Group first reported a position in DaVita in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's DaVita position peaked at $398 in Q3 2025.
584 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.