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DaVita shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of DaVita (DVA) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in DaVita

Tip: Access up to 7 years of quarterly data

All positions including DaVita held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DaVita by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $372k 2.5k 149.55
2024-09-30 $273k 1.7k 163.93

More positions owned by Measured Wealth Private Client Group

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Measured Wealth Private Client Group

Top funds holding DaVita

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Invesco
Geode Capital Management
LSV Asset Management
Citadel Advisors
Dimensional Fund Advisors
Select Equity
Gates Capital Management
8 Knots Management
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co

View all funds holding DaVita