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Xponance’s DaVita DVA Stock Holding History

Xponance’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 		$855K Sell
3,842
-3,503
-48% -$637K 0.01% 853
2026
Q1 		$1.13M Buy
7,345
+777
+12% +$105K 0.01% 707
2025
Q4 		$746K Sell
6,568
-2,267
-26% -$276K 0.01% 782
2025
Q3 		$1.17M Sell
8,835
-672
-7% -$92.3K 0.01% 667
2025
Q2 		$1.35M Sell
9,507
-1,117
-11% -$158K 0.01% 629
2025
Q1 		$1.63M Sell
10,624
-283
-3% -$44.5K 0.02% 565
2024
Q4 		$1.63M Sell
10,907
-750
-6% -$118K 0.01% 575
2024
Q3 		$1.91M Sell
11,657
-608
-5% -$89.8K 0.02% 528
2024
Q2 		$1.7M Sell
12,265
-1,041
-8% -$143K 0.02% 534
2024
Q1 		$1.84M Buy
13,306
+992
+8% +$119K 0.02% 543
2023
Q4 		$1.29M Sell
12,314
-15,068
-55% -$1.39M 0.02% 588
2023
Q3 		$2.59M Buy
27,382
+12,670
+86% +$1.29M 0.04% 388
2023
Q2 		$1.48M Sell
14,712
-498
-3% -$46.2K 0.02% 544
2023
Q1 		$1.23M Buy
15,210
+249
+2% +$20K 0.02% 582
2022
Q4 		$1.12M Buy
14,961
+1,613
+12% +$125K 0.02% 595
2022
Q3 		$1.1M Buy
13,348
+612
+5% +$53.7K 0.02% 544
2022
Q2 		$1.02M Buy
12,736
+3,989
+46% +$404K 0.02% 564
2022
Q1 		$989K Sell
8,747
-485
-5% -$54.5K 0.02% 602
2021
Q4 		$1.05M Buy
9,232
+819
+10% +$88K 0.02% 588
2021
Q3 		$978K Sell
8,413
-613
-7% -$76.8K 0.02% 567
2021
Q2 		$1.09M Buy
9,026
+4,714
+109% +$558K 0.02% 554
2021
Q1 		$465K Sell
4,312
-189
-4% -$21K 0.01% 810
2020
Q4 		$528K Sell
4,501
-52
-1% -$5.3K 0.01% 709
2020
Q3 		$390K Sell
4,553
-252
-5% -$21.5K 0.01% 756
2020
Q2 		$380K Buy
+4,805
New +$375K 0.01% 737

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

Xponance's DVA Position: Q2 2026 in Review

Xponance reduced its DaVita (DVA) stake by 48% in Q2 2026, selling an estimated $637K and leaving 3,842 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #853.

Xponance first reported a position in DVA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.59M in Q3 2023. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Xponance held 3,842 shares of DaVita worth $855K as of Q2 2026.
  • Xponance sold 3,503 DaVita shares in Q2 2026, an estimated $637K.
  • DaVita made up 0.01% of Xponance's portfolio in Q2 2026, its #853 holding.
  • Xponance first reported a position in DaVita in Q2 2020 and has held it in 25 quarters since.
  • Xponance's DaVita position peaked at $2.59M in Q3 2023.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.