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WhitTier Trust Company’s DaVita DVA Stock Holding History

WhitTier Trust Company’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 		$422K Sell
2,814
-116
-4% -$15.7K 0.01% 397
2025
Q4 		$336K Buy
2,930
+899
+44% +$109K 0.01% 416
2025
Q3 		$266K Hold
2,031
– – 0.01% 436
2025
Q2 		$289K Buy
2,031
+100
+5% +$14.2K 0.01% 467
2025
Q1 		$295K Hold
1,931
– – 0.01% 468
2024
Q4 		$289K Sell
1,931
-333
-15% -$52.2K 0.01% 449
2024
Q3 		$371K Hold
2,264
– – 0.01% 393
2024
Q2 		$314K Hold
2,264
– – 0.01% 403
2024
Q1 		$313K Sell
2,264
-671
-23% -$80.5K 0.01% 398
2023
Q4 		$307K Buy
2,935
+1,500
+105% +$139K 0.01% 396
2023
Q3 		$136K Hold
1,435
– – ﹤0.01% 504
2023
Q2 		$144K Hold
1,435
– – ﹤0.01% 510
2023
Q1 		$116K Hold
1,435
– – ﹤0.01% 536
2022
Q4 		$107K Sell
1,435
-4
-0.3% -$311 ﹤0.01% 551
2022
Q3 		$119K Hold
1,439
– – 0.01% 529
2022
Q2 		$115K Buy
1,439
+4
+0.3% +$405 ﹤0.01% 529
2022
Q1 		$162K Hold
1,435
– – 0.01% 489
2021
Q4 		$163K Hold
1,435
– – 0.01% 491
2021
Q3 		$167K Hold
1,435
– – 0.01% 480
2021
Q2 		$173K Hold
1,435
– – 0.01% 471
2021
Q1 		$155K Sell
1,435
-219
-13% -$24.3K 0.01% 472
2020
Q4 		$194K Sell
1,654
-346
-17% -$35.2K 0.01% 432
2020
Q3 		$171K Hold
2,000
– – 0.01% 440
2020
Q2 		$158K Sell
2,000
-100
-5% -$7.81K 0.01% 429
2020
Q1 		$160K Hold
2,100
– – 0.01% 407
2019
Q4 		$158K Hold
2,100
– – 0.01% 416
2019
Q3 		$120K Hold
2,100
– – 0.01% 458
2019
Q2 		$118K Hold
2,100
– – 0.01% 452
2019
Q1 		$114K Sell
2,100
-600
-22% -$33.2K 0.01% 457
2018
Q4 		$139K Sell
2,700
-1,035
-28% -$66.3K 0.01% 412
2018
Q3 		$268K Sell
3,735
-100
-3% -$7.07K 0.02% 357
2018
Q2 		$266K Sell
3,835
-60
-2% -$4.01K 0.02% 350
2018
Q1 		$257K Buy
3,895
+785
+25% +$57.7K 0.02% 351
2017
Q4 		$225K Sell
3,110
-4,950
-61% -$305K 0.02% 341
2017
Q3 		$479K Sell
8,060
-100
-1% -$6.02K 0.04% 258
2017
Q2 		$528K Hold
8,160
– – 0.05% 244
2017
Q1 		$555K Sell
8,160
-7,455
-48% -$494K 0.06% 237
2016
Q4 		$1M Sell
15,615
-838
-5% -$52.2K 0.11% 174
2016
Q3 		$1.09M Sell
16,453
-54
-0.3% -$3.8K 0.12% 168
2016
Q2 		$1.28M Sell
16,507
-1,534
-9% -$116K 0.15% 149
2016
Q1 		$1.32M Buy
18,041
+1
+0% +$68 0.15% 144
2015
Q4 		$1.26M Sell
18,040
-706
-4% -$51.7K 0.15% 152
2015
Q3 		$1.36M Buy
18,746
+1,190
+7% +$92.3K 0.17% 134
2015
Q2 		$1.4M Sell
17,556
-26
-0.1% -$2.13K 0.16% 141
2015
Q1 		$1.43M Sell
17,582
-994
-5% -$76.3K 0.16% 134
2014
Q4 		$1.41M Sell
18,576
-181
-1% -$13.6K 0.16% 134
2014
Q3 		$1.37M Sell
18,757
-186
-1% -$13.6K 0.16% 137
2014
Q2 		$1.37M Buy
18,943
+178
+0.9% +$12.4K 0.15% 139
2014
Q1 		$1.29M Buy
18,765
+1,026
+6% +$68.2K 0.15% 143
2013
Q4 		$1.12M Buy
+17,739
New +$1.04M 0.14% 148

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WhitTier Trust Company's DVA Position: Q1 2026 in Review

WhitTier Trust Company reduced its DaVita (DVA) stake by 4% in Q1 2026, selling an estimated $15.7K and leaving 2,814 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #397.

WhitTier Trust Company first reported a position in DVA in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.43M in Q1 2015. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • WhitTier Trust Company held 2,814 shares of DaVita worth $422K as of Q1 2026.
  • WhitTier Trust Company sold 116 DaVita shares in Q1 2026, an estimated $15.7K.
  • DaVita made up 0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #397 holding.
  • WhitTier Trust Company first reported a position in DaVita in Q4 2013 and has held it in 50 quarters since.
  • WhitTier Trust Company's DaVita position peaked at $1.43M in Q1 2015.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.