WestEnd Advisors’s DaVita DVA Stock Holding History

WestEnd 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 Q3	$175	Hold	1	–	–	﹤0.01%	414
2026 Q2	$222	Hold	1	–	–	﹤0.01%	386
2026 Q1	$154	Hold	1	–	–	﹤0.01%	379
2025 Q4	$114	Hold	1	–	–	﹤0.01%	384
2025 Q3	$133	Sell	1 -1	-50%	-$137	﹤0.01%	388
2025 Q2	$285	Hold	2	–	–	﹤0.01%	335
2025 Q1	$306	Buy	2 +1	+100%	+$157	﹤0.01%	314
2024 Q4	$150	Hold	1	–	–	﹤0.01%	290
2024 Q3	$164	Hold	1	–	–	﹤0.01%	308
2024 Q2	$139	Hold	1	–	–	﹤0.01%	297
2024 Q1	$138	Hold	1	–	–	﹤0.01%	279
2023 Q4	$105	Hold	1	–	–	﹤0.01%	275
2023 Q3	$95	Buy	+1	New	+$102	﹤0.01%	269
2023 Q1	–	Sell	-1	Closed	-$80	–	287
2022 Q4	$75	Hold	1	–	–	﹤0.01%	288
2022 Q3	$0	Hold	1	–	–	﹤0.01%	188
2022 Q2	$79	Buy	+1	New	+$101	﹤0.01%	283
2022 Q1	–	Hold	0	–	–	–	287
2021 Q3	–	Hold	0	–	–	–	315

Other funds holding DVA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

WestEnd Advisors's DVA Position: Q3 2026 in Review

WestEnd Advisors held its DaVita (DVA) position steady in Q3 2026 at 1 share worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #414.

WestEnd Advisors first reported a position in DVA in Q2 2022 and has held it in 16 quarters since. The position peaked at $306 in Q1 2025. 361 funds tracked by Wall St. Rank hold DVA as of Q3 2026.

WestEnd Advisors held 1 share of DaVita worth $175 as of Q3 2026.
WestEnd Advisors left its DaVita share count unchanged in Q3 2026.
DaVita made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #414 holding.
WestEnd Advisors first reported a position in DaVita in Q2 2022 and has held it in 16 quarters since.
WestEnd Advisors's DaVita position peaked at $306 in Q1 2025.
361 funds tracked by Wall St. Rank held DaVita as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.