Baker Avenue Asset Management’s DaVita DVA Stock Holding History

Baker Avenue Asset Management’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
2026 Q1	$202K	Sell	1,314 -978	-43%	-$133K	﹤0.01%	729
2025 Q4	$260K	Buy	+2,292	New	+$279K	0.01%	544
2023 Q4	–	Sell	-6,416	Closed	-$607K	–	671
2023 Q3	$607K	Buy	6,416 +435	+7%	+$44.4K	0.03%	249
2023 Q2	$601K	Buy	5,981 +5,571	+1,359%	+$517K	0.03%	249
2023 Q1	$33.3K	Buy	+410	New	+$32.9K	﹤0.01%	587

Other funds holding DVA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's DVA Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its DaVita (DVA) stake by 43% in Q1 2026, selling an estimated $133K and leaving 1,314 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Baker Avenue Asset Management first reported a position in DVA in Q1 2023 and has held it in 5 quarters since. The position peaked at $607K in Q3 2023. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Baker Avenue Asset Management held 1,314 shares of DaVita worth $202K as of Q1 2026.
Baker Avenue Asset Management sold 978 DaVita shares in Q1 2026, an estimated $133K.
DaVita made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #729 holding.
Baker Avenue Asset Management first reported a position in DaVita in Q1 2023 and has held it in 5 quarters since.
Baker Avenue Asset Management's DaVita position peaked at $607K in Q3 2023.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.