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Wakefield Asset Management’s DaVita DVA Stock Holding History

Wakefield Asset Management’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 		$5.89M Buy
+26,488
New +$4.81M 1.33% 11
2024
Q4 		– Sell
-27,439
Closed -$4.5M – 154
2024
Q3 		$4.5M Sell
27,439
-155
-0.6% -$22.9K 1.46% 12
2024
Q2 		$3.82M Sell
27,594
-727
-3% -$100K 1.34% 16
2024
Q1 		$3.91M Sell
28,321
-425
-1% -$51K 1.35% 17
2023
Q4 		$3.01M Buy
28,746
+5,193
+22% +$480K 1.12% 37
2023
Q3 		$2.23M Sell
23,553
-1,714
-7% -$175K 1.01% 37
2023
Q2 		$2.54M Buy
+25,267
New +$2.34M 1.01% 38
2021
Q1 		– Sell
-20,482
Closed -$2.4M – 159
2020
Q4 		$2.4M Sell
20,482
-7,179
-26% -$731K 1.01% 29
2020
Q3 		$2.37M Sell
27,661
-285
-1% -$24.3K 1.11% 31
2020
Q2 		$2.21M Buy
27,946
+9,708
+53% +$758K 1.05% 33
2020
Q1 		$1.39M Buy
+18,238
New +$1.43M 0.74% 49

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

Wakefield Asset Management's DVA Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in DaVita (DVA) in Q2 2026: 26,488 shares worth $5.89M. The stake represents 1.33% of the portfolio and ranks #11 among its holdings. This is a return to the name: Wakefield Asset Management previously reported a position in DVA as recently as Q3 2024.

Wakefield Asset Management first reported a position in DVA in Q1 2020 and has held it in 11 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Wakefield Asset Management held 26,488 shares of DaVita worth $5.89M as of Q2 2026.
  • DaVita was a new Wakefield Asset Management position in Q2 2026.
  • DaVita made up 1.33% of Wakefield Asset Management's portfolio in Q2 2026, its #11 holding.
  • Wakefield Asset Management first reported a position in DaVita in Q1 2020 and has held it in 11 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.