Wealth Preservation Advisors’s DaVita DVA Stock Holding History

Wealth Preservation 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	-19	Closed	-$2.92K	–	324
2026 Q1	$2.92K	Buy	+19	New	+$2.58K	﹤0.01%	550

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

Wealth Preservation Advisors's DVA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of DaVita (DVA) in Q2 2026, closing a stake of 19 shares — an estimated $2.92K sold.

Wealth Preservation Advisors first reported a position in DVA in Q1 2026 and held it in 1 quarter. The position peaked at $2.92K in Q1 2026. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

Wealth Preservation Advisors reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 19 DaVita shares in Q2 2026, an estimated $2.92K.
Wealth Preservation Advisors first reported a position in DaVita in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's DaVita position peaked at $2.92K in Q1 2026.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.