Basepoint Wealth’s DaVita DVA Stock Holding History

Basepoint Wealth’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	$112K	Sell	727 -3	-0.4%	-$407	0.06%	137
2025 Q4	$82.9K	Buy	+730	New	+$88.8K	0.05%	158
2025 Q2	–	Sell	-1,749	Closed	-$268K	–	107
2025 Q1	$268K	Sell	1,749 -901	-34%	-$142K	0.21%	81
2024 Q4	$396K	Sell	2,650 -1,975	-43%	-$310K	0.32%	66
2024 Q3	$758K	Sell	4,625 -1,437	-24%	-$212K	0.56%	41
2024 Q2	$840K	Sell	6,062 -1,918	-24%	-$264K	0.66%	33
2024 Q1	$1.1M	Sell	7,980 -792	-9%	-$95K	0.83%	26
2023 Q4	$919K	Buy	8,772 +1,772	+25%	+$164K	0.74%	31
2023 Q3	$662K	Buy	7,000 +1,399	+25%	+$143K	0.54%	47
2023 Q2	$563K	Buy	5,601 +1,399	+33%	+$130K	0.47%	53
2023 Q1	$341K	Buy	+4,202	New	+$337K	0.28%	70

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

Basepoint Wealth's DVA Position: Q1 2026 in Review

Basepoint Wealth reduced its DaVita (DVA) stake by 0.41% in Q1 2026, selling an estimated $407 and leaving 727 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #137.

Basepoint Wealth first reported a position in DVA in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2024. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

Basepoint Wealth held 727 shares of DaVita worth $112K as of Q1 2026.
Basepoint Wealth sold 3 DaVita shares in Q1 2026, an estimated $407.
DaVita made up 0.06% of Basepoint Wealth's portfolio in Q1 2026, its #137 holding.
Basepoint Wealth first reported a position in DaVita in Q1 2023 and has held it in 11 quarters since.
Basepoint Wealth's DaVita position peaked at $1.1M in Q1 2024.
582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.