Beaird Harris Wealth Management’s DaVita DVA Stock Holding History

Beaird Harris Wealth 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
2025 Q3	–	Sell	-4	Closed	-$570	–	741
2025 Q2	$570	Buy	+4	New	+$567	﹤0.01%	599

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Beaird Harris Wealth Management's DVA Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of DaVita (DVA) in Q3 2025, closing a stake of 4 shares — an estimated $570 sold.

Beaird Harris Wealth Management first reported a position in DVA in Q2 2025 and held it in 1 quarter. The position peaked at $570 in Q2 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

Beaird Harris Wealth Management reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 4 DaVita shares in Q3 2025, an estimated $570.
Beaird Harris Wealth Management first reported a position in DaVita in Q2 2025 and held it in 1 quarter.
Beaird Harris Wealth Management's DaVita position peaked at $570 in Q2 2025.
562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.