Aaron Wealth Advisors’s DaVita DVA Stock Holding History

Aaron Wealth 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 Q4	–	Sell	-1,702	Closed	-$226K	–	684
2025 Q3	$226K	Buy	+1,702	New	+$234K	0.01%	600

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Aaron Wealth Advisors's DVA Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of DaVita (DVA) in Q4 2025, closing a stake of 1,702 shares — an estimated $226K sold.

Aaron Wealth Advisors first reported a position in DVA in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 534 funds tracked by Wall St. Rank hold DVA as of Q4 2025.

Aaron Wealth Advisors reported no remaining DaVita position as of Q4 2025 after selling out during the quarter.
Aaron Wealth Advisors sold 1,702 DaVita shares in Q4 2025, an estimated $226K.
Aaron Wealth Advisors first reported a position in DaVita in Q3 2025 and held it in 1 quarter.
Aaron Wealth Advisors's DaVita position peaked at $226K in Q3 2025.
534 funds tracked by Wall St. Rank held DaVita as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.