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Williams Jones Wealth Management’s DaVita DVA Stock Holding History

Williams Jones Wealth Management’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 		$278K Buy
+1,250
New +$227K ﹤0.01% 461
2024
Q4 		– Sell
-1,250
Closed -$205K – 508
2024
Q3 		$205K Buy
+1,250
New +$185K ﹤0.01% 489

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 $3.37T AUM 44.26% 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

Williams Jones Wealth Management's DVA Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in DaVita (DVA) in Q2 2026: 1,250 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in DVA as recently as Q3 2024.

Williams Jones Wealth Management first reported a position in DVA in Q3 2024 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Williams Jones Wealth Management held 1,250 shares of DaVita worth $278K as of Q2 2026.
  • DaVita was a new Williams Jones Wealth Management position in Q2 2026.
  • DaVita made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Williams Jones Wealth Management first reported a position in DaVita in Q3 2024 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.