Beaton Management Company’s DaVita DVA Stock Holding History

Beaton Management Company’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	-1,500	Closed	-$214K	–	143
2025 Q2	$214K	Hold	1,500	–	–	0.1%	132
2025 Q1	$229K	Buy	+1,500	New	+$236K	0.12%	125

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 $3.37T AUM 44.26% 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

Beaton Management Company's DVA Position: Q3 2025 in Review

Beaton Management Company sold out of DaVita (DVA) in Q3 2025, closing a stake of 1,500 shares — an estimated $214K sold.

Beaton Management Company first reported a position in DVA in Q1 2025 and held it in 2 quarters. The position peaked at $229K in Q1 2025. 562 funds tracked by Wall St. Rank hold DVA as of Q3 2025.

Beaton Management Company reported no remaining DaVita position as of Q3 2025 after selling out during the quarter.
Beaton Management Company sold 1,500 DaVita shares in Q3 2025, an estimated $214K.
Beaton Management Company first reported a position in DaVita in Q1 2025 and held it in 2 quarters.
Beaton Management Company's DaVita position peaked at $229K in Q1 2025.
562 funds tracked by Wall St. Rank held DaVita as of Q3 2025.

Based on Beaton Management Company's 13F filing for Q3 2025, filed 12 Nov 2025.