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B. Metzler seel. Sohn & Co’s DaVita DVA Stock Holding History

B. Metzler seel. Sohn & Co’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
-5,845
Closed -$833K – 730
2025
Q2 		$833K Buy
5,845
+3,271
+127% +$463K 0.01% 572
2025
Q1 		$394K Sell
2,574
-2,295
-47% -$361K ﹤0.01% 659
2024
Q4 		$728K Sell
4,869
-764
-14% -$120K 0.01% 591
2024
Q3 		$923K Sell
5,633
-433
-7% -$64K 0.01% 561
2024
Q2 		$841K Buy
6,066
+1,726
+40% +$238K 0.01% 556
2024
Q1 		$599K Buy
4,340
+1,883
+77% +$226K 0.01% 593
2023
Q4 		$257K Hold
2,457
– – ﹤0.01% 705
2023
Q3 		$232K Buy
+2,457
New +$251K ﹤0.01% 686
2022
Q2 		– Sell
-2,854
Closed -$323K – 735
2022
Q1 		$323K Hold
2,854
– – ﹤0.01% 675
2021
Q4 		$323K Sell
2,854
-1,575
-36% -$169K ﹤0.01% 634
2021
Q3 		$515K Sell
4,429
-1,500
-25% -$188K 0.01% 556
2021
Q2 		$714K Sell
5,929
-93
-2% -$11K 0.01% 496
2021
Q1 		$649K Sell
6,022
-1,573
-21% -$175K 0.01% 504
2020
Q4 		$914K Buy
+7,595
New +$774K 0.02% 416

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co's DVA Position: Q3 2025 in Review

B. Metzler seel. Sohn & Co sold out of DaVita (DVA) in Q3 2025, closing a stake of 5,845 shares — an estimated $833K sold.

B. Metzler seel. Sohn & Co first reported a position in DVA in Q4 2020 and held it in 14 quarters. The position peaked at $923K in Q3 2024. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

  • B. Metzler seel. Sohn & Co reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 5,845 DaVita shares in Q3 2025, an estimated $833K.
  • B. Metzler seel. Sohn & Co first reported a position in DaVita in Q4 2020 and held it in 14 quarters.
  • B. Metzler seel. Sohn & Co's DaVita position peaked at $923K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2025, filed 13 Nov 2025.