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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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's DVA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in DaVita (DVA) in Q1 2026: 16 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DVA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DVA in Q2 2025 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 16 shares of DaVita worth $2.46K as of Q1 2026.
  • DaVita was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • DaVita made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1645 holding.
  • Twin Peaks Wealth Advisors first reported a position in DaVita in Q2 2025 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.