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B. Riley Wealth Advisors’s DaVita DVA Stock Holding History

B. Riley 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
Q2 		– Sell
-2,969
Closed -$454K – 1126
2025
Q1 		$454K Buy
2,969
+733
+33% +$115K 0.01% 803
2024
Q4 		$334K Sell
2,236
-918
-29% -$144K 0.01% 833
2024
Q3 		$513K Sell
3,154
-976
-24% -$144K 0.01% 735
2024
Q2 		$572K Buy
4,130
+1,822
+79% +$251K 0.01% 756
2024
Q1 		$218K Buy
2,308
+207
+10% +$24.8K 0.01% 1227
2023
Q4 		$220K Sell
2,101
-207
-9% -$19.1K 0.01% 1210
2023
Q3 		$218K Buy
2,308
+207
+10% +$21.1K 0.01% 1227
2023
Q2 		$211K Buy
+2,101
New +$195K ﹤0.01% 1331
2022
Q2 		– Sell
-2,385
Closed -$270K – 1272
2022
Q1 		$270K Sell
2,385
-39
-2% -$4.38K 0.01% 1063
2021
Q4 		$276K Sell
2,424
-186
-7% -$20K 0.01% 1117
2021
Q3 		$304K Sell
2,610
-1,107
-30% -$139K 0.01% 1031
2021
Q2 		$448K Buy
+3,717
New +$440K 0.01% 821
2015
Q1 		– Sell
-1,530
Closed -$116K – 926
2014
Q4 		$116K Buy
+1,530
New +$115K ﹤0.01% 1642
2014
Q3 		– Sell
-1,430
Closed -$103K – 953
2014
Q2 		$103K Buy
+1,430
New +$99.4K 0.02% 707

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

B. Riley Wealth Advisors's DVA Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of DaVita (DVA) in Q2 2025, closing a stake of 2,969 shares — an estimated $454K sold.

B. Riley Wealth Advisors first reported a position in DVA in Q2 2014 and held it in 14 quarters. The position peaked at $572K in Q2 2024. 593 funds tracked by Wall St. Rank hold DVA as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining DaVita position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,969 DaVita shares in Q2 2025, an estimated $454K.
  • B. Riley Wealth Advisors first reported a position in DaVita in Q2 2014 and held it in 14 quarters.
  • B. Riley Wealth Advisors's DaVita position peaked at $572K in Q2 2024.
  • 593 funds tracked by Wall St. Rank held DaVita as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.