Twin Peaks Wealth Advisors’s DaVita DVA Stock Holding History

Twin Peaks Wealth 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	–	Sell	-16	Closed	-$2.46K	–	770
2026 Q1	$2.46K	Buy	+16	New	+$2.17K	﹤0.01%	1645
2025 Q3	–	Sell	-12	Closed	-$1.58K	–	688
2025 Q2	$1.58K	Buy	+12	New	+$1.7K	﹤0.01%	1685

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Twin Peaks Wealth Advisors's DVA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of DaVita (DVA) in Q2 2026, closing a stake of 16 shares — an estimated $2.46K sold.

Twin Peaks Wealth Advisors first reported a position in DVA in Q2 2025 and held it in 2 quarters. The position peaked at $2.46K in Q1 2026. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 16 DaVita shares in Q2 2026, an estimated $2.46K.
Twin Peaks Wealth Advisors first reported a position in DaVita in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's DaVita position peaked at $2.46K in Q1 2026.
631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.