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United Capital Financial Advisors’s DaVita DVA Stock Holding History

United Capital 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 		$1.49M Sell
6,680
-298
-4% -$54.1K 0.01% 660
2026
Q1 		$1.07M Buy
6,978
+1,478
+27% +$200K 0.01% 735
2025
Q4 		$625K Buy
5,500
+3,180
+137% +$387K ﹤0.01% 890
2025
Q3 		$308K Sell
2,320
-3,956
-63% -$543K ﹤0.01% 1009
2025
Q2 		$894K Buy
6,276
+3,949
+170% +$559K 0.01% 621
2025
Q1 		$356K Sell
2,327
-89
-4% -$14K ﹤0.01% 841
2024
Q4 		$361K Buy
2,416
+62
+3% +$9.72K ﹤0.01% 828
2024
Q3 		$386K Buy
2,354
+17
+0.7% +$2.51K ﹤0.01% 795
2024
Q2 		$324K Sell
2,337
-2,536
-52% -$350K ﹤0.01% 823
2024
Q1 		$673K Sell
4,873
-78
-2% -$9.36K 0.01% 659
2023
Q4 		$519K Sell
4,951
-4,537
-48% -$419K ﹤0.01% 713
2023
Q3 		$897K Sell
9,488
-1,607
-14% -$164K 0.01% 538
2023
Q2 		$1.11M Sell
11,095
-446
-4% -$41.4K 0.01% 529
2023
Q1 		$936K Buy
11,541
+2,610
+29% +$209K 0.01% 596
2022
Q4 		$667K Sell
8,931
-6,044
-40% -$469K ﹤0.01% 707
2022
Q3 		$1.24M Sell
14,975
-13,067
-47% -$1.15M 0.01% 567
2022
Q2 		$2.24M Buy
28,042
+1,901
+7% +$192K 0.01% 470
2022
Q1 		$2.96M Buy
26,141
+5,164
+25% +$580K 0.01% 452
2021
Q4 		$2.39M Buy
20,977
+18,058
+619% +$1.94M 0.01% 498
2021
Q3 		$339K Buy
2,919
+521
+22% +$65.3K ﹤0.01% 966
2021
Q2 		$289K Sell
2,398
-15
-0.6% -$1.77K ﹤0.01% 1033
2021
Q1 		$260K Sell
2,413
-29
-1% -$3.22K ﹤0.01% 1026
2020
Q4 		$287K Sell
2,442
-91
-4% -$9.27K ﹤0.01% 1014
2020
Q3 		$217K Buy
+2,533
New +$216K ﹤0.01% 1050
2018
Q2 		– Sell
-4,928
Closed -$325K – 1319
2018
Q1 		$325K Buy
4,928
+80
+2% +$5.88K ﹤0.01% 1064
2017
Q4 		$350K Buy
4,848
+96
+2% +$5.91K ﹤0.01% 1065
2017
Q3 		$282K Buy
4,752
+269
+6% +$16.2K ﹤0.01% 1133
2017
Q2 		$290K Buy
4,483
+24
+0.5% +$1.59K ﹤0.01% 1084
2017
Q1 		$303K Sell
4,459
-4,714
-51% -$312K ﹤0.01% 1041
2016
Q4 		$589K Sell
9,173
-48
-0.5% -$2.99K 0.01% 893
2016
Q3 		$609K Sell
9,221
-769
-8% -$54.1K 0.01% 904
2016
Q2 		$769K Buy
9,990
+1,101
+12% +$83.2K 0.01% 808
2016
Q1 		$652K Buy
8,889
+108
+1% +$7.29K 0.01% 805
2015
Q4 		$612K Buy
8,781
+2,820
+47% +$207K 0.01% 837
2015
Q3 		$431K Sell
5,961
-103
-2% -$7.99K 0.01% 940
2015
Q2 		$482K Sell
6,064
-689
-10% -$56.6K 0.01% 932
2015
Q1 		$548K Sell
6,753
-177
-3% -$13.6K 0.01% 868
2014
Q4 		$525K Buy
6,930
+3,243
+88% +$244K 0.01% 808
2014
Q3 		$270K Buy
+3,687
New +$270K ﹤0.01% 958

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

United Capital Financial Advisors's DVA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its DaVita (DVA) stake by 4.3% in Q2 2026, selling an estimated $54.1K and leaving 6,680 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #660.

United Capital Financial Advisors first reported a position in DVA in Q3 2014 and has held it in 39 quarters since. The position peaked at $2.96M in Q1 2022. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • United Capital Financial Advisors held 6,680 shares of DaVita worth $1.49M as of Q2 2026.
  • United Capital Financial Advisors sold 298 DaVita shares in Q2 2026, an estimated $54.1K.
  • DaVita made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #660 holding.
  • United Capital Financial Advisors first reported a position in DaVita in Q3 2014 and has held it in 39 quarters since.
  • United Capital Financial Advisors's DaVita position peaked at $2.96M in Q1 2022.
  • 630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

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