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Whipplewood Advisors’s DaVita DVA Stock Holding History

Whipplewood 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
-15
Closed -$2.31K – 765
2026
Q1 		$2.31K Buy
+15
New +$2.04K ﹤0.01% 748
2025
Q3 		– Sell
-19
Closed -$2.71K – 552
2025
Q2 		$2.71K Buy
19
+11
+138% +$1.56K ﹤0.01% 821
2025
Q1 		$2.91K Sell
8
-11
-58% -$1.73K ﹤0.01% 811
2024
Q4 		$2.84K Buy
+19
New +$2.98K ﹤0.01% 809

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's DVA Position: Q2 2026 in Review

Whipplewood Advisors sold out of DaVita (DVA) in Q2 2026, closing a stake of 15 shares — an estimated $2.31K sold.

Whipplewood Advisors first reported a position in DVA in Q4 2024 and held it in 4 quarters. The position peaked at $2.91K in Q1 2025. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Whipplewood Advisors reported no remaining DaVita position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 15 DaVita shares in Q2 2026, an estimated $2.31K.
  • Whipplewood Advisors first reported a position in DaVita in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's DaVita position peaked at $2.91K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.