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Valley National Advisers’s DaVita DVA Stock Holding History

Valley National Advisers’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 		$223 Buy
+1
New +$182 ﹤0.01% 1009
2018
Q1 		– Sell
-9
Closed -$1K – 661
2017
Q4 		$1K Hold
9
– – ﹤0.01% 593
2017
Q3 		$1K Buy
+9
New +$542 ﹤0.01% 591

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 $3.38T AUM 44.17% 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

Valley National Advisers's DVA Position: Q2 2026 in Review

Valley National Advisers opened a new position in DaVita (DVA) in Q2 2026: 1 share worth $223. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in DVA as recently as Q4 2017.

Valley National Advisers first reported a position in DVA in Q3 2017 and has held it in 3 quarters since. The position peaked at $1K in Q4 2017. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Valley National Advisers held 1 share of DaVita worth $223 as of Q2 2026.
  • DaVita was a new Valley National Advisers position in Q2 2026.
  • DaVita made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #1009 holding.
  • Valley National Advisers first reported a position in DaVita in Q3 2017 and has held it in 3 quarters since.
  • Valley National Advisers's DaVita position peaked at $1K in Q4 2017.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.