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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WestEnd Advisors's DVA Position: Q1 2026 in Review

WestEnd Advisors held its DaVita (DVA) position steady in Q1 2026 at 1 share worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #379.

WestEnd Advisors first reported a position in DVA in Q2 2022 and has held it in 14 quarters since. The position peaked at $306 in Q1 2025. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

WestEnd Advisors held 1 share of DaVita worth $154 as of Q1 2026.
WestEnd Advisors left its DaVita share count unchanged in Q1 2026.
DaVita made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #379 holding.
WestEnd Advisors first reported a position in DaVita in Q2 2022 and has held it in 14 quarters since.
WestEnd Advisors's DaVita position peaked at $306 in Q1 2025.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.