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 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

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

WestEnd Advisors's DVA Position: Q2 2026 in Review

WestEnd Advisors held its DaVita (DVA) position steady in Q2 2026 at 1 share worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #386.

WestEnd Advisors first reported a position in DVA in Q2 2022 and has held it in 15 quarters since. The position peaked at $306 in Q1 2025. 630 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

WestEnd Advisors held 1 share of DaVita worth $222 as of Q2 2026.
WestEnd Advisors left its DaVita share count unchanged in Q2 2026.
DaVita made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #386 holding.
WestEnd Advisors first reported a position in DaVita in Q2 2022 and has held it in 15 quarters since.
WestEnd Advisors's DaVita position peaked at $306 in Q1 2025.
630 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.