4D Advisors’s DaVita DVA Stock Holding History

4D 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
2025 Q3	–	Sell	-30,000	Closed	-$4.27M	–	35
2025 Q2	$4.27M	Sell	30,000 -2,500	-8%	-$354K	2.3%	19
2025 Q1	$4.97M	Buy	+32,500	New	+$5.11M	3.86%	10

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

4D Advisors's DVA Position: Q3 2025 in Review

4D Advisors sold out of DaVita (DVA) in Q3 2025, closing a stake of 30,000 shares — an estimated $4.27M sold.

4D Advisors first reported a position in DVA in Q1 2025 and held it in 2 quarters. The position peaked at $4.97M in Q1 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

4D Advisors reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
4D Advisors sold 30,000 DaVita shares in Q3 2025, an estimated $4.27M.
4D Advisors first reported a position in DaVita in Q1 2025 and held it in 2 quarters.
4D Advisors's DaVita position peaked at $4.97M in Q1 2025.
562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on 4D Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.