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Brooklyn Investment Group’s DaVita DVA Stock Holding History

Brooklyn Investment Group’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 		$690K Sell
4,488
-1,449
-24% -$197K 0.02% 797
2025
Q4 		$674K Buy
+5,937
New +$722K 0.03% 502
2025
Q3 		– Sell
-1,131
Closed -$161K – 1241
2025
Q2 		$161K Buy
1,131
+44
+4% +$6.23K 0.02% 708
2025
Q1 		$166K Buy
1,087
+9
+0.8% +$1.41K 0.04% 383
2024
Q4 		$161K Buy
1,078
+61
+6% +$9.56K 0.05% 274
2024
Q3 		$167K Buy
+1,017
New +$150K 0.05% 271

Other funds holding DVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brooklyn Investment Group's DVA Position: Q1 2026 in Review

Brooklyn Investment Group reduced its DaVita (DVA) stake by 24% in Q1 2026, selling an estimated $197K and leaving 4,488 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #797.

Brooklyn Investment Group first reported a position in DVA in Q3 2024 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold DVA as of Q1 2026.

  • Brooklyn Investment Group held 4,488 shares of DaVita worth $690K as of Q1 2026.
  • Brooklyn Investment Group sold 1,449 DaVita shares in Q1 2026, an estimated $197K.
  • DaVita made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #797 holding.
  • Brooklyn Investment Group first reported a position in DaVita in Q3 2024 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held DaVita as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.